UBS Group’s Ponce Financial Group PDLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $324K | Buy |
19,401
+3,108
| +19% | +$51.2K | ﹤0.01% | 6364 |
|
|
2025
Q4 | $266K | Buy |
16,293
+1,602
| +11% | +$24.7K | ﹤0.01% | 6429 |
|
|
2025
Q3 | $216K | Sell |
14,691
-3,540
| -19% | -$51.3K | ﹤0.01% | 6631 |
|
|
2025
Q2 | $252K | Buy |
18,231
+7,038
| +63% | +$90.7K | ﹤0.01% | 6560 |
|
|
2025
Q1 | $142K | Sell |
11,193
-10,756
| -49% | -$141K | ﹤0.01% | 6778 |
|
|
2024
Q4 | $285K | Buy |
21,949
+12,688
| +137% | +$156K | ﹤0.01% | 6225 |
|
|
2024
Q3 | $108K | Buy |
9,261
+3,317
| +56% | +$34.5K | ﹤0.01% | 6301 |
|
|
2024
Q2 | $54.3K | Sell |
5,944
-13,645
| -70% | -$118K | ﹤0.01% | 6626 |
|
|
2024
Q1 | $174K | Sell |
19,589
-4,350
| -18% | -$38.9K | ﹤0.01% | 5945 |
|
|
2023
Q4 | $234K | Buy |
23,939
+12,803
| +115% | +$111K | ﹤0.01% | 5685 |
|
|
2023
Q3 | $87.1K | Sell |
11,136
-631
| -5% | -$5.41K | ﹤0.01% | 5921 |
|
|
2023
Q2 | $102K | Buy |
11,767
+10,035
| +579% | +$78.3K | ﹤0.01% | 5995 |
|
|
2023
Q1 | $13.6K | Buy |
+1,732
| New | +$15.7K | ﹤0.01% | 7389 |
|
|
2022
Q4 | – | Sell |
-2,471
| Closed | -$23K | – | 11030 |
|
|
2022
Q3 | $23K | Buy |
2,471
+2,215
| +865% | +$20.7K | ﹤0.01% | 7209 |
|
|
2022
Q2 | $2K | Sell |
256
-408
| -61% | -$3.97K | ﹤0.01% | 9600 |
|
|
2022
Q1 | $7K | Sell |
664
-624
| -48% | -$6.62K | ﹤0.01% | 8836 |
|
|
2021
Q4 | $13K | Buy |
1,288
+878
| +214% | +$9.33K | ﹤0.01% | 8465 |
|
|
2021
Q3 | $4K | Buy |
410
+363
| +772% | +$3.54K | ﹤0.01% | 8665 |
|
|
2021
Q2 | $0 | Sell |
47
-2,292
| -98% | -$20K | ﹤0.01% | 9699 |
|
|
2021
Q1 | $19K | Buy |
2,339
+300
| +15% | +$2.28K | ﹤0.01% | 7439 |
|
|
2020
Q4 | $15K | Buy |
2,039
+41
| +2% | +$302 | ﹤0.01% | 7169 |
|
|
2020
Q3 | $13K | Sell |
1,998
-2,059
| -51% | -$13.4K | ﹤0.01% | 6639 |
|
|
2020
Q2 | $30K | Sell |
4,057
-2,731
| -40% | -$17.9K | ﹤0.01% | 6275 |
|
|
2020
Q1 | $50K | Sell |
6,788
-9,013
| -57% | -$86.3K | ﹤0.01% | 5826 |
|
|
2019
Q4 | $167K | Buy |
15,801
+3,730
| +31% | +$38K | ﹤0.01% | 5711 |
|
|
2019
Q3 | $122K | Buy |
12,071
+7,321
| +154% | +$74.5K | ﹤0.01% | 5640 |
|
|
2019
Q2 | $49K | Buy |
4,750
+2,564
| +117% | +$26.1K | ﹤0.01% | 5947 |
|
|
2019
Q1 | $22K | Sell |
2,186
-5,764
| -73% | -$54K | ﹤0.01% | 6229 |
|
|
2018
Q4 | $73K | Buy |
7,950
+4,562
| +135% | +$43.7K | ﹤0.01% | 5804 |
|
|
2018
Q3 | $37K | Sell |
3,388
-122
| -3% | -$1.31K | ﹤0.01% | 6398 |
|
|
2018
Q2 | $40K | Buy |
3,510
+1,239
| +55% | +$13.8K | ﹤0.01% | 6171 |
|
|
2018
Q1 | $24K | Buy |
+2,271
| New | +$24.3K | ﹤0.01% | 6280 |
|
Other funds holding PDLB
MI
VCM
EF
UBS Group's PDLB Position: Q1 2026 in Review
UBS Group increased its Ponce Financial Group (PDLB) stake by 19% in Q1 2026, buying an estimated $51.2K and bringing the position to 19,401 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #6364.
UBS Group first reported a position in PDLB in Q1 2018 and has held it in 32 quarters since. 91 funds tracked by Wall St. Rank hold PDLB as of Q1 2026.
- UBS Group held 19,401 shares of Ponce Financial Group worth $324K as of Q1 2026.
- UBS Group bought 3,108 Ponce Financial Group shares in Q1 2026, an estimated $51.2K.
- Ponce Financial Group made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6364 holding.
- UBS Group first reported a position in Ponce Financial Group in Q1 2018 and has held it in 32 quarters since.
- 91 funds tracked by Wall St. Rank held Ponce Financial Group as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.