MAI Capital Management
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
Q2 		– Sell
-2,003
Closed -$33.5K – 3956
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

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MAI Capital Management's PDLB Position: Q2 2026 in Review

MAI Capital Management sold out of Ponce Financial Group (PDLB) in Q2 2026, closing a stake of 2,003 shares — an estimated $33.5K sold.

MAI Capital Management first reported a position in PDLB in Q4 2024 and held it in 6 quarters. The position peaked at $33.5K in Q1 2026. 86 funds tracked by Wall St. Rank hold PDLB as of Q2 2026.

  • MAI Capital Management reported no remaining Ponce Financial Group position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 2,003 Ponce Financial Group shares in Q2 2026, an estimated $33.5K.
  • MAI Capital Management first reported a position in Ponce Financial Group in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's Ponce Financial Group position peaked at $33.5K in Q1 2026.
  • 86 funds tracked by Wall St. Rank held Ponce Financial Group as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.