MCM
PDLB icon

MAI Capital Management’s Ponce Financial Group PDLB Stock Holding History

MAI Capital Management’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 		$33.5K Hold
2,003
– – ﹤0.01% 2497
2025
Q4 		$32.8K Buy
2,003
+9
+0.5% +$139 ﹤0.01% 2254
2025
Q3 		$29.3K Hold
1,994
– – ﹤0.01% 2224
2025
Q2 		$27.6K Hold
1,994
– – ﹤0.01% 2188
2025
Q1 		$25.3K Hold
1,994
– – ﹤0.01% 2082
2024
Q4 		$25.9K Buy
+1,994
New +$24.5K ﹤0.01% 2100

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

MAI Capital Management's PDLB Position: Q1 2026 in Review

MAI Capital Management held its Ponce Financial Group (PDLB) position steady in Q1 2026 at 2,003 shares worth $33.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2497.

MAI Capital Management first reported a position in PDLB in Q4 2024 and has held it in 6 quarters since. 91 funds tracked by Wall St. Rank hold PDLB as of Q1 2026.

  • MAI Capital Management held 2,003 shares of Ponce Financial Group worth $33.5K as of Q1 2026.
  • MAI Capital Management left its Ponce Financial Group share count unchanged in Q1 2026.
  • Ponce Financial Group made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #2497 holding.
  • MAI Capital Management first reported a position in Ponce Financial Group in Q4 2024 and has held it in 6 quarters since.
  • 91 funds tracked by Wall St. Rank held Ponce Financial Group as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.