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Operose Advisors’s Ponce Financial Group PDLB Stock Holding History

Operose 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
2026
Q1 		$201K Hold
12,000
– – 0.05% 150
2025
Q4 		$196K Hold
12,000
– – 0.05% 152
2025
Q3 		$176K Hold
12,000
– – 0.04% 157
2025
Q2 		$166K Hold
12,000
– – 0.05% 149
2025
Q1 		$152K Buy
+12,000
New +$157K 0.05% 137

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

Operose Advisors's PDLB Position: Q1 2026 in Review

Operose Advisors held its Ponce Financial Group (PDLB) position steady in Q1 2026 at 12,000 shares worth $201K. The position accounts for 0.05% of the portfolio, ranked #150.

Operose Advisors first reported a position in PDLB in Q1 2025 and has held it in 5 quarters since. 91 funds tracked by Wall St. Rank hold PDLB as of Q1 2026.

  • Operose Advisors held 12,000 shares of Ponce Financial Group worth $201K as of Q1 2026.
  • Operose Advisors left its Ponce Financial Group share count unchanged in Q1 2026.
  • Ponce Financial Group made up 0.05% of Operose Advisors's portfolio in Q1 2026, its #150 holding.
  • Operose Advisors first reported a position in Ponce Financial Group in Q1 2025 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 Operose Advisors's 13F filing for Q1 2026, filed 12 May 2026.