ZIM
PDLB icon

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
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

MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return

Zacks Investment Management's PDLB Position: Q1 2026 in Review

Zacks Investment Management reduced its Ponce Financial Group (PDLB) stake by 5.3% in Q1 2026, selling an estimated $35.4K and leaving 38,266 shares worth $639K. The position accounts for 0.01% of the portfolio, ranked #457.

Zacks Investment Management first reported a position in PDLB in Q4 2025 and has held it in 2 quarters since. The position peaked at $661K in Q4 2025. 91 funds tracked by Wall St. Rank hold PDLB as of Q1 2026.

  • Zacks Investment Management held 38,266 shares of Ponce Financial Group worth $639K as of Q1 2026.
  • Zacks Investment Management sold 2,150 Ponce Financial Group shares in Q1 2026, an estimated $35.4K.
  • Ponce Financial Group made up 0.01% of Zacks Investment Management's portfolio in Q1 2026, its #457 holding.
  • Zacks Investment Management first reported a position in Ponce Financial Group in Q4 2025 and has held it in 2 quarters since.
  • Zacks Investment Management's Ponce Financial Group position peaked at $661K in Q4 2025.
  • 91 funds tracked by Wall St. Rank held Ponce Financial Group as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.