Root Financial Partners
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Root Financial Partners’s Ponce Financial Group PDLB Stock Holding History

Root Financial Partners’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 		$359 Buy
+18
New +$365 ﹤0.01% 3349
2026
Q2 		– Sell
-7
Closed -$117 – 2375
2026
Q1 		$117 Buy
+7
New +$115 ﹤0.01% 3253

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Root Financial Partners's PDLB Position: Q3 2026 in Review

Root Financial Partners opened a new position in Ponce Financial Group (PDLB) in Q3 2026: 18 shares worth $359. The stake represents ﹤0.01% of the portfolio and ranks #3349 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PDLB as recently as Q1 2026.

Root Financial Partners first reported a position in PDLB in Q1 2026 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold PDLB as of Q3 2026.

  • Root Financial Partners held 18 shares of Ponce Financial Group worth $359 as of Q3 2026.
  • Ponce Financial Group was a new Root Financial Partners position in Q3 2026.
  • Ponce Financial Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3349 holding.
  • Root Financial Partners first reported a position in Ponce Financial Group in Q1 2026 and has held it in 2 quarters since.
  • 70 funds tracked by Wall St. Rank held Ponce Financial Group as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.