MassMutual Private Wealth & Trust, FSB PDLB — Ponce Financial Group Inc

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  6 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported Ponce Financial Group Inc (PDLB) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows PDLB at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PDLB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in Ponce Financial Group Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PDLB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PDLB stock page MassMutual Private Wealth & Trust, FSB fund profile MassMutual Private Wealth & Trust, FSB full holdings
How MassMutual Private Wealth & Trust, FSB held PDLB — position size vs. price
% of Fund (quarterly)    PDLB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 2,127 — 0% 0.00% $36K 2026-04-13 $17.62
2025 Q4 UNCHANGED — — — 2,127 — 0% 0.00% $35K 2026-01-07 $16.10
2025 Q3 UNCHANGED — — — 2,127 — 0% 0.00% $31K 2025-10-22 $14.45
2025 Q2 REDUCED 38.2% +6.3% ❌ 2,127 -1,312 -38.2% 0.00% $29K 2025-07-09 $14.36
2025 Q1 REDUCED 91.6% +9.2% ❌ 3,439 -37,661 -91.6% 0.00% $44K 2025-04-01 $12.71
2024 Q4 INITIATED — — — 41,100 — — 0.01% $534K 2025-01-16 $13.19

🏢 Other funds also holding PDLB

As of 2026 Q1 — sorted by position size

Daytona Street Capital LLC 0.16% BEESE FULMER INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.04% IFP Advisors, Inc 3Y 7Y 0.0% Sterling Capital Management LLC 3Y 7Y 0.0% True Wealth Design, LLC 3Y 0.0% GAMMA Investing LLC 0.0% SIGNATUREFD, LLC 3Y 7Y 0.0% Root Financial Partners, LLC 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About MassMutual Private Wealth & Trust, FSB and PDLB

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning PDLB?

MassMutual Private Wealth & Trust, FSB reported PDLB across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported PDLB position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for PDLB was 0.01% in 2024 Q4.

What is the latest reported PDLB position on this page?

The most recent filing on this page is 2026 Q1, when MassMutual Private Wealth & Trust, FSB reported 2,127 shares, equal to 0.00% of portfolio, with an estimated market value of $36K.

What does the chart on this PDLB ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly PDLB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MassMutual Private Wealth & Trust, FSB time their PDLB position?

Based on 13F filing dates vs. subsequent PDLB price moves, MassMutual Private Wealth & Trust, FSB correctly timed 0 out of 3 reported position changes (0%). The annualised alpha on PDLB relative to SPY over the holding period was +11.4%.

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