ZIM
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Zacks Investment Management’s Ponce Financial Group PDLB Stock Holding History

Zacks Investment Management’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 		$726K Sell
36,424
-1,842
-5% -$33.7K 0.01% 463
2026
Q1 		$639K Sell
38,266
-2,150
-5% -$35.4K 0.01% 457
2025
Q4 		$661K Buy
+40,416
New +$622K 0.01% 460

Other funds holding PDLB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Zacks Investment Management's PDLB Position: Q2 2026 in Review

Zacks Investment Management reduced its Ponce Financial Group (PDLB) stake by 4.8% in Q2 2026, selling an estimated $33.7K and leaving 36,424 shares worth $726K. The position accounts for 0.01% of the portfolio, ranked #463.

Zacks Investment Management 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.

  • Zacks Investment Management held 36,424 shares of Ponce Financial Group worth $726K as of Q2 2026.
  • Zacks Investment Management sold 1,842 Ponce Financial Group shares in Q2 2026, an estimated $33.7K.
  • Ponce Financial Group made up 0.01% of Zacks Investment Management's portfolio in Q2 2026, its #463 holding.
  • Zacks Investment Management 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 Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.