RIL
PDLB icon

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
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

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

Rothschild Investment LLC's PDLB Position: Q1 2026 in Review

Rothschild Investment LLC increased its Ponce Financial Group (PDLB) stake by 74% in Q1 2026, buying an estimated $280 and bringing the position to 40 shares worth $668. The position accounts for ﹤0.01% of the portfolio, ranked #3023.

Rothschild Investment LLC 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.

  • Rothschild Investment LLC held 40 shares of Ponce Financial Group worth $668 as of Q1 2026.
  • Rothschild Investment LLC bought 17 Ponce Financial Group shares in Q1 2026, an estimated $280.
  • Ponce Financial Group made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #3023 holding.
  • Rothschild Investment LLC 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 Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.