Marshall Wace
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Marshall Wace’s Ponce Financial Group PDLB Stock Holding History

Marshall Wace’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 		$2.91M Buy
174,392
+53,945
+45% +$889K ﹤0.01% 1586
2025
Q4 		$1.97M Buy
120,447
+50,539
+72% +$778K ﹤0.01% 1591
2025
Q3 		$1.03M Buy
69,908
+45,963
+192% +$666K ﹤0.01% 1931
2025
Q2 		$331K Buy
+23,945
New +$309K ﹤0.01% 2299
2023
Q2 		– Sell
-16,696
Closed -$131K – 2857
2023
Q1 		$131K Buy
+16,696
New +$151K ﹤0.01% 2464

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

Marshall Wace's PDLB Position: Q1 2026 in Review

Marshall Wace increased its Ponce Financial Group (PDLB) stake by 45% in Q1 2026, buying an estimated $889K and bringing the position to 174,392 shares worth $2.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1586.

Marshall Wace first reported a position in PDLB in Q1 2023 and has held it in 5 quarters since. 91 funds tracked by Wall St. Rank hold PDLB as of Q1 2026.

  • Marshall Wace held 174,392 shares of Ponce Financial Group worth $2.91M as of Q1 2026.
  • Marshall Wace bought 53,945 Ponce Financial Group shares in Q1 2026, an estimated $889K.
  • Ponce Financial Group made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #1586 holding.
  • Marshall Wace first reported a position in Ponce Financial Group in Q1 2023 and has held it in 5 quarters since.
  • 91 funds tracked by Wall St. Rank held Ponce Financial Group as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.