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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
Q1 		$117 Buy
+7
New +$115 ﹤0.01% 3253

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Root Financial Partners's PDLB Position: Q1 2026 in Review

Root Financial Partners opened a new position in Ponce Financial Group (PDLB) in Q1 2026: 7 shares worth $117. The stake represents ﹤0.01% of the portfolio and ranks #3253 among its holdings.

91 funds tracked by Wall St. Rank hold PDLB as of Q1 2026.

  • Root Financial Partners held 7 shares of Ponce Financial Group worth $117 as of Q1 2026.
  • Ponce Financial Group was a new Root Financial Partners position in Q1 2026.
  • Ponce Financial Group made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3253 holding.
  • 91 funds tracked by Wall St. Rank held Ponce Financial Group as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.