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
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

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

Raymond James Financial's PDLB Position: Q1 2026 in Review

Raymond James Financial increased its Ponce Financial Group (PDLB) stake by 2.7% in Q1 2026, buying an estimated $51.6K and bringing the position to 120,078 shares worth $2.01M. The position accounts for ﹤0.01% of the portfolio, ranked #3356.

Raymond James Financial first reported a position in PDLB in Q4 2024 and has held it in 6 quarters since. 91 funds tracked by Wall St. Rank hold PDLB as of Q1 2026.

  • Raymond James Financial held 120,078 shares of Ponce Financial Group worth $2.01M as of Q1 2026.
  • Raymond James Financial bought 3,129 Ponce Financial Group shares in Q1 2026, an estimated $51.6K.
  • Ponce Financial Group made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3356 holding.
  • Raymond James Financial first reported a position in Ponce Financial Group in Q4 2024 and has held it in 6 quarters since.
  • 91 funds tracked by Wall St. Rank held Ponce Financial Group as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.