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Livermore
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Ponce Financial Group, Inc.

PDLB
Exchange
Nasdaq
Industry
Savings Institution, Federally Chartered
SEC CIK
0001874071

No open-market purchases or sales by Ponce Financial Group, Inc. insiders were filed in the last 90 days; 86 institutions reported holding it in 13F filings for Q2 2026, worth $230.0M in total; no superinvestor holds it.

13F holders, Q1 2023

Institutional positions in Ponce Financial Group, Inc. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
54
+10 vs. Q4 2022
Shares held
9.97M
−316.5K (−3.1%) vs. Q4 2022
Total value
$78.4M
−$17.5M (−18.2%) vs. Q4 2022
New holders
16
20 more added
Sold out
6
10 more reduced

Compare with Q4 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting PDLB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2023: 54 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 47 institutionsQ2 2022: 42 institutionsQ3 2022: 41 institutionsQ4 2022: 44 institutionsQ1 2023: 54 institutionsQ2 2023: 50 institutionsQ3 2023: 49 institutionsQ4 2023: 53 institutionsQ1 2024: 51 institutionsQ2 2024: 55 institutionsQ3 2024: 62 institutionsQ4 2024: 68 institutionsQ1 2025: 73 institutionsQ2 2025: 76 institutionsQ3 2025: 77 institutionsQ4 2025: 81 institutionsQ1 2026: 91 institutionsQ2 2026: 86 institutions
Value heldQ1 2023: $78.4M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $84.5MQ2 2022: $91.1MQ3 2022: $91.0MQ4 2022: $95.8MQ1 2023: $78.4MQ2 2023: $93.7MQ3 2023: $84.4MQ4 2023: $108.2MQ1 2024: $96.1MQ2 2024: $99.8MQ3 2024: $132.1MQ4 2024: $149.6MQ1 2025: $142.4MQ2 2025: $157.3MQ3 2025: $168.1MQ4 2025: $186.2MQ1 2026: $196.7MQ2 2026: $230.0M
Institutions holding PDLB and their total value by quarter
QuarterHoldersValue
Q2 202686$230.0M
Q1 202691$196.7M
Q4 202581$186.2M
Q3 202577$168.1M
Q2 202576$157.3M
Q1 202573$142.4M
Q4 202468$149.6M
Q3 202462$132.1M
Q2 202455$99.8M
Q1 202451$96.1M
Q4 202353$108.2M
Q3 202349$84.4M
Q2 202350$93.7M
Q1 202354$78.4M
Q4 202244$95.8M
Q3 202241$91.0M
Q2 202242$91.1M
Q1 202247$84.5M
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Ponce Financial Group, Inc.; share changes are against Q4 2022.

Institutions holding PDLB in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Royal Bank of Canada15$00.00%+15New
Advisor Group Holdings, Inc.233$1.83K0.00%−86−27.0%Reduced
FMR LLC570$4.47K0.00%+229+67.2%Added
Advisory Services Network, LLC1,108$8.70K0.00%+1,108New
UBS Group AG1,732$13.6K0.00%+1,732New
Wells Fargo & Company3,172$24.9K0.00%+254+8.7%Added
Cubist Systematic Strategies, LLC3,571$28.0K0.00%+3,571New
Barclays PLC3,743$29.4K0.00%−6,469−63.3%Reduced
Point72 Middle East FZE3,850$30.2K0.00%+3,850New
Point72 Asset Management, L.P.5,662$44.4K0.00%+5,662New
Fifth Lane Capital, LP10,000$78.5K0.10%+10,000New
Squarepoint Ops LLC10,276$80.7K0.00%+10,276New
LPL Financial LLC10,535$82.7K0.00%00.0%Unchanged
Citadel Advisors LLC10,794$84.7K0.00%−13,494−55.6%Reduced
Boothbay Fund Management, LLC10,956$86.0K0.00%+10,956New
Charles Schwab Investment Management Inc10,983$86.2K0.00%00.0%Unchanged
Cerity Partners LLC12,976$101.9K0.00%00.0%Unchanged
LMR Partners LLP14,692$115.3K0.00%−13,933−48.7%Reduced
SkyView Investment Advisors, LLC16,089$126.0K0.03%+16,089New
Marshall Wace, LLP16,696$131.1K0.00%+16,696New
Man Group plc–$139.4K0.00%––
Acadian Asset Management LLC19,107$149.0K0.00%−22,078−53.6%Reduced
Wittenberg Investment Management, Inc.20,610$161.8K0.06%+20,610New
Stilwell Value LLC30,000$235.5K0.14%00.0%Unchanged
Qube Research & Technologies Ltd35,591$279.4K0.00%+15,765+79.5%Added
Raymond James & Associates37,447$294.0K0.00%00.0%Unchanged
Keeley-Teton Advisors, LLC38,718$303.9K0.04%+38,718New
Northern Trust Corp45,309$355.7K0.00%+1,909+4.4%Added
BHZ Capital Management, LP47,044$369.3K0.23%−6,573−12.3%Reduced
Morgan Stanley47,138$370.0K0.00%+21,465+83.6%Added
Beese Fulmer Investment Management, Inc.48,974$384.4K0.04%−17,000−25.8%Reduced
JPMorgan Chase & Co49,324$387.0K0.00%+49,300+205,416.7%Added
HRT Financial LP54,079$424.0K0.01%+54,079New
Goldman Sachs Group Inc56,196$441.1K0.00%+56,196New
Citigroup Inc63,679$499.9K0.00%+45,257+245.7%Added
Bridgeway Capital Management, LLC67,221$527.7K0.01%+4,435+7.1%Added
Newtyn Management, LLC70,351$552.3K0.11%+70,351New
683 Capital Management, LLC90,000$706.5K0.06%+71,441+384.9%Added
State Street Corp94,992$745.7K0.00%+12,700+15.4%Added
Jane Street Group, LLC108,787$854.0K0.00%+97,726+883.5%Added
Renaissance Technologies LLC110,594$868.0K0.00%−9,400−7.8%Reduced
Susquehanna International Group, LLP124,458$977.0K0.00%+97,758+366.1%Added
First Pacific Advisors, LP181,562$1.43M0.02%+29,498+19.4%Added
Millennium Management LLC212,281$1.67M0.00%+173,767+451.2%Added
Geode Capital Management, LLC231,995$1.82M0.00%+5,816+2.6%Added
Maltese Capital Management LLC265,000$2.08M0.78%−156,863−37.2%Reduced
Dimensional Fund Advisors LP316,298$2.48M0.00%+108,358+52.1%Added
BlackRock Inc.318,043$2.50M0.00%+12,096+4.0%Added
Alliancebernstein L.P.370,206$2.91M0.00%00.0%Unchanged
rhino investment partners, Inc482,819$3.79M1.03%−193,644−28.6%Reduced
Bank of America Corp508,949$4.00M0.00%+22,365+4.6%Added
Vanguard Group Inc1,104,761$8.67M0.00%+148,831+15.6%Added
M3F, Inc.2,054,346$16.1M5.30%+16,432+0.8%Added
T. Rowe Price Investment Management, Inc.2,513,061$19.7M0.01%00.0%Unchanged
EJF Capital LLC0$00.00%−476,794−100.0%Sold out
Brandywine Global Investment Management, LLC0$00.00%−378,141−100.0%Sold out
Price Jennifer C.0$00.00%−215,000−100.0%Sold out
Fourthstone LLC0$00.00%−23,330−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−12,870−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−3,144−100.0%Sold out