Osaic Holdings
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Osaic Holdings’s Ponce Financial Group PDLB Stock Holding History

Osaic Holdings’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 		$7.18K Buy
430
+145
+51% +$2.39K ﹤0.01% 6483
2025
Q4 		$4.66K Buy
+285
New +$4.39K ﹤0.01% 6748
2023
Q2 		– Sell
-233
Closed -$1.83K – 7552
2023
Q1 		$1.83K Sell
233
-86
-27% -$779 ﹤0.01% 6751
2022
Q4 		$3K Hold
319
– – ﹤0.01% 6532
2022
Q3 		$3K Sell
319
-3
-0.9% -$28 ﹤0.01% 6649
2022
Q2 		$3K Buy
322
+235
+270% +$2.29K ﹤0.01% 6745
2022
Q1 		$1K Buy
87
+1
+1% +$11 ﹤0.01% 7097
2021
Q4 		$1K Buy
+86
New +$914 ﹤0.01% 7228

Other funds holding PDLB

MI
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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

Osaic Holdings's PDLB Position: Q1 2026 in Review

Osaic Holdings increased its Ponce Financial Group (PDLB) stake by 51% in Q1 2026, buying an estimated $2.39K and bringing the position to 430 shares worth $7.18K. The position accounts for ﹤0.01% of the portfolio, ranked #6483.

Osaic Holdings first reported a position in PDLB in Q4 2021 and has held it in 8 quarters since. 91 funds tracked by Wall St. Rank hold PDLB as of Q1 2026.

  • Osaic Holdings held 430 shares of Ponce Financial Group worth $7.18K as of Q1 2026.
  • Osaic Holdings bought 145 Ponce Financial Group shares in Q1 2026, an estimated $2.39K.
  • Ponce Financial Group made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #6483 holding.
  • Osaic Holdings first reported a position in Ponce Financial Group in Q4 2021 and has held it in 8 quarters since.
  • 91 funds tracked by Wall St. Rank held Ponce Financial Group as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.