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 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

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return

UBS AM's PDLB Position: Q1 2026 in Review

UBS AM increased its Ponce Financial Group (PDLB) stake by 45% in Q1 2026, buying an estimated $1.25K and bringing the position to 246 shares worth $4.11K. The position accounts for ﹤0.01% of the portfolio, ranked #3490.

UBS AM first reported a position in PDLB in Q4 2025 and has held it in 2 quarters since. 91 funds tracked by Wall St. Rank hold PDLB as of Q1 2026.

UBS AM held 246 shares of Ponce Financial Group worth $4.11K as of Q1 2026.
UBS AM bought 76 Ponce Financial Group shares in Q1 2026, an estimated $1.25K.
Ponce Financial Group made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #3490 holding.
UBS AM first reported a position in Ponce Financial Group in Q4 2025 and has held it in 2 quarters since.
91 funds tracked by Wall St. Rank held Ponce Financial Group as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.