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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
Q3 		$160 Buy
8
+5
+167% +$101 ﹤0.01% 2381
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

DSC
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's PDLB Position: Q3 2026 in Review

True Wealth Design increased its Ponce Financial Group (PDLB) stake by 167% in Q3 2026, buying an estimated $101 and bringing the position to 8 shares worth $160. The position accounts for ﹤0.01% of the portfolio, ranked #2381.

True Wealth Design first reported a position in PDLB in Q1 2025 and has held it in 7 quarters since. The position peaked at $168 in Q1 2026. 9 funds tracked by Wall St. Rank hold PDLB as of Q3 2026.

  • True Wealth Design held 8 shares of Ponce Financial Group worth $160 as of Q3 2026.
  • True Wealth Design bought 5 Ponce Financial Group shares in Q3 2026, an estimated $101.
  • Ponce Financial Group made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2381 holding.
  • True Wealth Design first reported a position in Ponce Financial Group in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Ponce Financial Group position peaked at $168 in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Ponce Financial Group as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.