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NewEdge Advisors’s Ponce Financial Group PDLB Stock Holding History

NewEdge Advisors’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
2025
Q2 		– Sell
-664
Closed -$8.41K – 4115
2025
Q1 		$8.41K Sell
664
-2
-0.3% -$26 ﹤0.01% 3159
2024
Q4 		$8.66K Sell
666
-880
-57% -$10.8K ﹤0.01% 3074
2024
Q3 		$18.1K Buy
+1,546
New +$16.1K ﹤0.01% 2747

Other funds holding PDLB

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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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

NewEdge Advisors's PDLB Position: Q2 2025 in Review

NewEdge Advisors sold out of Ponce Financial Group (PDLB) in Q2 2025, closing a stake of 664 shares — an estimated $8.41K sold.

NewEdge Advisors first reported a position in PDLB in Q3 2024 and held it in 3 quarters. The position peaked at $18.1K in Q3 2024. 75 funds tracked by Wall St. Rank hold PDLB as of Q2 2025.

  • NewEdge Advisors reported no remaining Ponce Financial Group position as of Q2 2025 after selling out during the quarter.
  • NewEdge Advisors sold 664 Ponce Financial Group shares in Q2 2025, an estimated $8.41K.
  • NewEdge Advisors first reported a position in Ponce Financial Group in Q3 2024 and held it in 3 quarters.
  • NewEdge Advisors's Ponce Financial Group position peaked at $18.1K in Q3 2024.
  • 75 funds tracked by Wall St. Rank held Ponce Financial Group as of Q2 2025.

Based on NewEdge Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.