PS
PDLB icon

Planned Solutions’s Ponce Financial Group PDLB Stock Holding History

Planned Solutions’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
2024
Q4 		– Sell
-1,203
Closed -$14.1K – 477
2024
Q3 		$14.1K Buy
+1,203
New +$12.5K 0.01% 416
2024
Q1 		– Sell
-1,200
Closed -$11.7K – 411
2023
Q4 		$11.7K Buy
+1,200
New +$10.4K 0.01% 405

Other funds holding PDLB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 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
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return

Planned Solutions's PDLB Position: Q4 2024 in Review

Planned Solutions sold out of Ponce Financial Group (PDLB) in Q4 2024, closing a stake of 1,203 shares — an estimated $14.1K sold.

Planned Solutions first reported a position in PDLB in Q4 2023 and held it in 2 quarters. The position peaked at $14.1K in Q3 2024. 68 funds tracked by Wall St. Rank hold PDLB as of Q4 2024.

  • Planned Solutions reported no remaining Ponce Financial Group position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 1,203 Ponce Financial Group shares in Q4 2024, an estimated $14.1K.
  • Planned Solutions first reported a position in Ponce Financial Group in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's Ponce Financial Group position peaked at $14.1K in Q3 2024.
  • 68 funds tracked by Wall St. Rank held Ponce Financial Group as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.