MassMutual Private Wealth & Trust
PDLB icon

MassMutual Private Wealth & Trust’s Ponce Financial Group PDLB Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		$42.4K Hold
2,127
– – ﹤0.01% 787
2026
Q2 		$42.4K Hold
2,127
– – ﹤0.01% 838
2026
Q1 		$35.5K Hold
2,127
– – ﹤0.01% 876
2025
Q4 		$34.8K Hold
2,127
– – ﹤0.01% 916
2025
Q3 		$31.3K Hold
2,127
– – ﹤0.01% 949
2025
Q2 		$29.4K Sell
2,127
-1,312
-38% -$16.9K ﹤0.01% 952
2025
Q1 		$43.6K Sell
3,439
-37,661
-92% -$493K ﹤0.01% 770
2024
Q4 		$534K Buy
+41,100
New +$504K 0.02% 309

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Beese Fulmer Investment Management
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Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Deutsche Bank
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MassMutual Private Wealth & Trust's PDLB Position: Q3 2026 in Review

MassMutual Private Wealth & Trust held its Ponce Financial Group (PDLB) position steady in Q3 2026 at 2,127 shares worth $42.4K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

MassMutual Private Wealth & Trust first reported a position in PDLB in Q4 2024 and has held it in 8 quarters since. The position peaked at $534K in Q4 2024. 35 funds tracked by Wall St. Rank hold PDLB as of Q3 2026.

  • MassMutual Private Wealth & Trust held 2,127 shares of Ponce Financial Group worth $42.4K as of Q3 2026.
  • MassMutual Private Wealth & Trust left its Ponce Financial Group share count unchanged in Q3 2026.
  • Ponce Financial Group made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #787 holding.
  • MassMutual Private Wealth & Trust first reported a position in Ponce Financial Group in Q4 2024 and has held it in 8 quarters since.
  • MassMutual Private Wealth & Trust's Ponce Financial Group position peaked at $534K in Q4 2024.
  • 35 funds tracked by Wall St. Rank held Ponce Financial Group as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.