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Ponce Finl Group shares owned by Creative Planning

Quarter-by-quarter ownership of Ponce Finl Group (PDLB) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Ponce Finl Group

Tip: Access up to 7 years of quarterly data

All positions including Ponce Finl Group held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ponce Finl Group by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $204k 14k 14.70
2025-06-30 $186k 13k 13.84
2025-03-31 $172k 14k 12.67

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Top funds holding Ponce Finl Group

M3F
T. Rowe Price Investment Management
BlackRock
Vanguard Group
Dimensional Fund Advisors
Geode Capital Management
State Street Corporation
Empirical Finance
Alliancebernstein
First Pacific Advisors
Renaissance Technologies
Mangrove Partners
Northern Trust
Raymond James Financial
Connor, Clark & Lunn Investment Management

View all funds holding Ponce Finl Group