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Rothschild Investment LLC’s Ponce Financial Group PDLB Stock Holding History

Rothschild Investment LLC’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 		$897 Buy
45
+5
+13% +$91 ﹤0.01% 3083
2026
Q1 		$668 Buy
40
+17
+74% +$280 ﹤0.01% 3023
2025
Q4 		$376 Buy
23
+3
+15% +$46 ﹤0.01% 2999
2025
Q3 		$294 Sell
20
-15
-43% -$217 ﹤0.01% 2944
2025
Q2 		$484 Buy
35
+5
+17% +$64 ﹤0.01% 2756
2025
Q1 		$380 Hold
30
– – ﹤0.01% 2699
2024
Q4 		$390 Buy
+30
New +$368 ﹤0.01% 2628

Other funds holding PDLB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Rothschild Investment LLC's PDLB Position: Q2 2026 in Review

Rothschild Investment LLC increased its Ponce Financial Group (PDLB) stake by 13% in Q2 2026, buying an estimated $91 and bringing the position to 45 shares worth $897. The position accounts for ﹤0.01% of the portfolio, ranked #3083.

Rothschild Investment LLC first reported a position in PDLB in Q4 2024 and has held it in 7 quarters since. 86 funds tracked by Wall St. Rank hold PDLB as of Q2 2026.

  • Rothschild Investment LLC held 45 shares of Ponce Financial Group worth $897 as of Q2 2026.
  • Rothschild Investment LLC bought 5 Ponce Financial Group shares in Q2 2026, an estimated $91.
  • Ponce Financial Group made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3083 holding.
  • Rothschild Investment LLC first reported a position in Ponce Financial Group in Q4 2024 and has held it in 7 quarters since.
  • 86 funds tracked by Wall St. Rank held Ponce Financial Group as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.