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
Q3 		$258 Buy
+13
New +$263 ﹤0.01% 7822
2026
Q2 		– Sell
-430
Closed -$7.18K – 8131
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% +$2.28K ﹤0.01% 6745
2022
Q1 		$1K Buy
87
+1
+1% +$11 ﹤0.01% 7097
2021
Q4 		$1K Buy
+86
New +$914 ﹤0.01% 7228

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Vanguard Capital Management
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Geode Capital Management
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American Century Companies
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State Street
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Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
First Pacific Advisors
First Pacific Advisors El Segundo, California $8.39B AUM 15.4% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Osaic Holdings's PDLB Position: Q3 2026 in Review

Osaic Holdings opened a new position in Ponce Financial Group (PDLB) in Q3 2026: 13 shares worth $258. The stake represents ﹤0.01% of the portfolio and ranks #7822 among its holdings. This is a return to the name: Osaic Holdings previously reported a position in PDLB as recently as Q1 2026.

Osaic Holdings first reported a position in PDLB in Q4 2021 and has held it in 9 quarters since. The position peaked at $7.18K in Q1 2026. 70 funds tracked by Wall St. Rank hold PDLB as of Q3 2026.

  • Osaic Holdings held 13 shares of Ponce Financial Group worth $258 as of Q3 2026.
  • Ponce Financial Group was a new Osaic Holdings position in Q3 2026.
  • Ponce Financial Group made up ﹤0.01% of Osaic Holdings's portfolio in Q3 2026, its #7822 holding.
  • Osaic Holdings first reported a position in Ponce Financial Group in Q4 2021 and has held it in 9 quarters since.
  • Osaic Holdings's Ponce Financial Group position peaked at $7.18K in Q1 2026.
  • 70 funds tracked by Wall St. Rank held Ponce Financial Group as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.