Nuveen’s Ponce Financial Group PDLB Stock Holding History

Nuveen’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	$491K	Hold	29,355	–	–	﹤0.01%	2845
2025 Q4	$480K	Hold	29,355	–	–	﹤0.01%	2892
2025 Q3	$432K	Hold	29,355	–	–	﹤0.01%	2949
2025 Q2	$406K	Sell	29,355 -400,360	-93%	-$5.16M	﹤0.01%	2949
2025 Q1	$585K	Buy	429,715 +394,694	+1,127%	+$5.16M	﹤0.01%	2852
2024 Q4	$455K	Sell	35,021 -4,007	-10%	-$49.2K	﹤0.01%	3014
2024 Q3	$456K	Hold	39,028	–	–	﹤0.01%	3046
2024 Q2	$357K	Hold	39,028	–	–	﹤0.01%	3106
2024 Q1	$347K	Hold	39,028	–	–	﹤0.01%	3065
2023 Q4	$381K	Hold	39,028	–	–	﹤0.01%	3089
2023 Q3	$305K	Hold	39,028	–	–	﹤0.01%	2963
2023 Q2	$339K	Buy	+39,028	New	+$305K	﹤0.01%	2995
2021 Q2	–	Sell	-22,794	Closed	-$182K	–	3497
2021 Q1	$182K	Hold	22,794	–	–	﹤0.01%	3251
2020 Q4	$172K	Hold	22,794	–	–	﹤0.01%	3213
2020 Q3	$144K	Hold	22,794	–	–	﹤0.01%	3191
2020 Q2	$166K	Hold	22,794	–	–	﹤0.01%	3124
2020 Q1	$168K	Hold	22,794	–	–	﹤0.01%	3020
2019 Q4	$240K	Sell	22,794 -14,486	-39%	-$147K	﹤0.01%	3052
2019 Q3	$376K	Sell	37,280 -3,806	-9%	-$38.7K	﹤0.01%	3016
2019 Q2	$420K	Buy	+41,086	New	+$418K	﹤0.01%	3059

Other funds holding PDLB

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return

Nuveen's PDLB Position: Q1 2026 in Review

Nuveen held its Ponce Financial Group (PDLB) position steady in Q1 2026 at 29,355 shares worth $491K. The position accounts for ﹤0.01% of the portfolio, ranked #2845.

Nuveen first reported a position in PDLB in Q2 2019 and has held it in 20 quarters since. The position peaked at $585K in Q1 2025. 91 funds tracked by Wall St. Rank hold PDLB as of Q1 2026.

Nuveen held 29,355 shares of Ponce Financial Group worth $491K as of Q1 2026.
Nuveen left its Ponce Financial Group share count unchanged in Q1 2026.
Ponce Financial Group made up ﹤0.01% of Nuveen's portfolio in Q1 2026, its #2845 holding.
Nuveen first reported a position in Ponce Financial Group in Q2 2019 and has held it in 20 quarters since.
Nuveen's Ponce Financial Group position peaked at $585K in Q1 2025.
91 funds tracked by Wall St. Rank held Ponce Financial Group as of Q1 2026.

Based on Nuveen's 13F filing for Q1 2026, filed 30 Apr 2026.