Raymond James Financial
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Raymond James Financial’s Ponce Financial Group PDLB Stock Holding History

Raymond James Financial’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
Q2 		– Sell
-120,078
Closed -$2.01M – 5537
2026
Q1 		$2.01M Buy
120,078
+3,129
+3% +$51.6K ﹤0.01% 3356
2025
Q4 		$1.91M Hold
116,949
– – ﹤0.01% 3310
2025
Q3 		$1.72M Hold
116,949
– – ﹤0.01% 3287
2025
Q2 		$1.62M Buy
116,949
+323
+0.3% +$4.16K ﹤0.01% 3258
2025
Q1 		$1.48M Buy
116,626
+84,714
+265% +$1.11M ﹤0.01% 3206
2024
Q4 		$415K Buy
+31,912
New +$392K ﹤0.01% 4008

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Vanguard Capital Management
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Bank of America
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Geode Capital Management
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State Street
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AllianceBernstein
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American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Raymond James Financial's PDLB Position: Q2 2026 in Review

Raymond James Financial sold out of Ponce Financial Group (PDLB) in Q2 2026, closing a stake of 120,078 shares — an estimated $2.01M sold.

Raymond James Financial first reported a position in PDLB in Q4 2024 and held it in 6 quarters. The position peaked at $2.01M in Q1 2026. 86 funds tracked by Wall St. Rank hold PDLB as of Q2 2026.

  • Raymond James Financial reported no remaining Ponce Financial Group position as of Q2 2026 after selling out during the quarter.
  • Raymond James Financial sold 120,078 Ponce Financial Group shares in Q2 2026, an estimated $2.01M.
  • Raymond James Financial first reported a position in Ponce Financial Group in Q4 2024 and held it in 6 quarters.
  • Raymond James Financial's Ponce Financial Group position peaked at $2.01M in Q1 2026.
  • 86 funds tracked by Wall St. Rank held Ponce Financial Group as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.