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Root Financial Partners, LLC → PDLB
Root Financial Partners, LLC PDLB Position History
Ponce Financial Group, Inc.
Quarters held
2
Latest value
$359
Q3 2026
Peak value
$359
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $117 |
| Q3 2026 | $359 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $359 | 18 | — | — |
| Q1 2026 | $117 | 7 | — | — |
Other funds holding PDLB
$36.1M
$33.9M
$33.5M
$33.2M
$30.3M
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HONA
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CRDO
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HONA
$137.1MDIMENSIONAL CORE FIXED INCOME ETF