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Ponce Finl Group shares owned by True Wealth Design

Quarter-by-quarter ownership of Ponce Finl Group (PDLB) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in Ponce Finl Group

Tip: Access up to 7 years of quarterly data

All positions including Ponce Finl Group held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ponce Finl Group by True Wealth Design

Quarter filed Position value Share count Share price at filing
2025-12-31 $164 10 16.40
2025-09-30 $133 9 14.78
2025-06-30 $84 6 14.00
2025-03-31 $64 5 12.80

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Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Intl High Profit (DIHP)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
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American Centy Etf Tr Us Sml Cp Valu (AVUV)
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American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for True Wealth Design

Top funds holding Ponce Finl Group

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

View all funds holding Ponce Finl Group