True Wealth Design’s Ponce Financial Group PDLB Stock Holding History

True Wealth Design’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	$60	Sell	3 -7	-70%	-$128	﹤0.01%	2587
2026 Q1	$168	Hold	10	–	–	﹤0.01%	2364
2025 Q4	$164	Buy	10 +1	+11%	+$15	﹤0.01%	2263
2025 Q3	$133	Buy	9 +3	+50%	+$43	﹤0.01%	2399
2025 Q2	$84	Buy	6 +1	+20%	+$13	﹤0.01%	2284
2025 Q1	$64	Buy	+5	New	+$65	﹤0.01%	2320

Other funds holding PDLB

BFIM

Beese Fulmer Investment Management Canton, Ohio $1.73B AUM 44.09% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

ACA

American Capital Advisory Ketchum, Idaho $275M AUM 22.21% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

True Wealth Design's PDLB Position: Q2 2026 in Review

True Wealth Design reduced its Ponce Financial Group (PDLB) stake by 70% in Q2 2026, selling an estimated $128 and leaving 3 shares worth $60. The position accounts for ﹤0.01% of the portfolio, ranked #2587.

True Wealth Design first reported a position in PDLB in Q1 2025 and has held it in 6 quarters since. The position peaked at $168 in Q1 2026. 15 funds tracked by Wall St. Rank hold PDLB as of Q2 2026.

True Wealth Design held 3 shares of Ponce Financial Group worth $60 as of Q2 2026.
True Wealth Design sold 7 Ponce Financial Group shares in Q2 2026, an estimated $128.
Ponce Financial Group made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2587 holding.
True Wealth Design first reported a position in Ponce Financial Group in Q1 2025 and has held it in 6 quarters since.
True Wealth Design's Ponce Financial Group position peaked at $168 in Q1 2026.
15 funds tracked by Wall St. Rank held Ponce Financial Group as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.