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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
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: Q2 2026 in Review

Root Financial Partners sold out of Ponce Financial Group (PDLB) in Q2 2026, closing a stake of 7 shares — an estimated $117 sold.

Root Financial Partners first reported a position in PDLB in Q1 2026 and held it in 1 quarter. The position peaked at $117 in Q1 2026. 86 funds tracked by Wall St. Rank hold PDLB as of Q2 2026.

  • Root Financial Partners reported no remaining Ponce Financial Group position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 7 Ponce Financial Group shares in Q2 2026, an estimated $117.
  • Root Financial Partners first reported a position in Ponce Financial Group in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Ponce Financial Group position peaked at $117 in Q1 2026.
  • 86 funds tracked by Wall St. Rank held Ponce Financial Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.