Invesco
PDLB icon

Invesco’s Ponce Financial Group PDLB Stock Holding History

Invesco’s Portfolio PDLB Stock Details PDLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$177K Sell
10,582
-1,838
-15% -$30.3K ﹤0.01% 3519
2025
Q4 		$203K Sell
12,420
-554
-4% -$8.53K ﹤0.01% 3525
2025
Q3 		$191K Buy
12,974
+775
+6% +$11.2K ﹤0.01% 3576
2025
Q2 		$169K Buy
+12,199
New +$157K ﹤0.01% 3561
2024
Q3 		– Sell
-24,052
Closed -$220K – 3848
2024
Q2 		$220K Buy
+24,052
New +$209K ﹤0.01% 3596

Other funds holding PDLB

MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return

Invesco's PDLB Position: Q1 2026 in Review

Invesco reduced its Ponce Financial Group (PDLB) stake by 15% in Q1 2026, selling an estimated $30.3K and leaving 10,582 shares worth $177K. The position accounts for ﹤0.01% of the portfolio, ranked #3519.

Invesco first reported a position in PDLB in Q2 2024 and has held it in 5 quarters since. The position peaked at $220K in Q2 2024. 91 funds tracked by Wall St. Rank hold PDLB as of Q1 2026.

  • Invesco held 10,582 shares of Ponce Financial Group worth $177K as of Q1 2026.
  • Invesco sold 1,838 Ponce Financial Group shares in Q1 2026, an estimated $30.3K.
  • Ponce Financial Group made up ﹤0.01% of Invesco's portfolio in Q1 2026, its #3519 holding.
  • Invesco first reported a position in Ponce Financial Group in Q2 2024 and has held it in 5 quarters since.
  • Invesco's Ponce Financial Group position peaked at $220K in Q2 2024.
  • 91 funds tracked by Wall St. Rank held Ponce Financial Group as of Q1 2026.

Based on Invesco's 13F filing for Q1 2026, filed 12 May 2026.