UBS AM’s Ponce Financial Group PDLB Stock Holding History

UBS AM’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	$4.91K	Hold	246	–	–	﹤0.01%	3403
2026 Q1	$4.11K	Buy	246 +76	+45%	+$1.25K	﹤0.01%	3490
2025 Q4	$2.78K	Buy	+170	New	+$2.62K	﹤0.01%	3085

Other funds holding PDLB

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

UBS AM's PDLB Position: Q2 2026 in Review

UBS AM held its Ponce Financial Group (PDLB) position steady in Q2 2026 at 246 shares worth $4.91K. The position accounts for ﹤0.01% of the portfolio, ranked #3403.

UBS AM first reported a position in PDLB in Q4 2025 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold PDLB as of Q2 2026.

UBS AM held 246 shares of Ponce Financial Group worth $4.91K as of Q2 2026.
UBS AM left its Ponce Financial Group share count unchanged in Q2 2026.
Ponce Financial Group made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3403 holding.
UBS AM first reported a position in Ponce Financial Group in Q4 2025 and has held it in 3 quarters since.
87 funds tracked by Wall St. Rank held Ponce Financial Group as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.