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, Q2 2023
Institutional positions in Ponce Financial Group, Inc. as of Jun 30, 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
- 50
- −4 vs. Q1 2023
- Shares held
- 10.8M
- +819.1K (+8.2%) vs. Q1 2023
- Total value
- $93.7M
- +$15.4M (+19.6%) vs. Q1 2023
- New holders
- 16
- 16 more added
- Sold out
- 20
- 10 more reduced
Compare with Q1 2023: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 86 | $230.0M |
| Q1 2026 | 91 | $196.7M |
| Q4 2025 | 81 | $186.2M |
| Q3 2025 | 77 | $168.1M |
| Q2 2025 | 76 | $157.3M |
| Q1 2025 | 73 | $142.4M |
| Q4 2024 | 68 | $149.6M |
| Q3 2024 | 62 | $132.1M |
| Q2 2024 | 55 | $99.8M |
| Q1 2024 | 51 | $96.1M |
| Q4 2023 | 53 | $108.2M |
| Q3 2023 | 49 | $84.4M |
| Q2 2023 | 50 | $93.7M |
| Q1 2023 | 54 | $78.4M |
| Q4 2022 | 44 | $95.8M |
| Q3 2022 | 41 | $91.0M |
| Q2 2022 | 42 | $91.1M |
| Q1 2022 | 47 | $84.5M |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Ponce Financial Group, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 597 | $5.19K | 0.00% | +27+4.7% | Added |
| Tower Research Capital LLC (TRC) | 974 | $8.46K | 0.00% | +974 | New |
| Metropolitan Life Insurance Co | 1,146 | $9.96K | 0.00% | +1,146 | New |
| Ameritas Investment Partners, Inc. | 1,689 | $14.7K | 0.00% | +1,689 | New |
| Legal & General Group Plc | 1,884 | $16.4K | 0.00% | +1,884 | New |
| Amalgamated Bank | 1,990 | $17.0K | 0.00% | +1,990 | New |
| Royal Bank of Canada | 3,254 | $29.0K | 0.00% | +3,239+21,593.3% | Added |
| Barclays PLC | 4,097 | $35.6K | 0.00% | +354+9.5% | Added |
| Citigroup Inc | 6,091 | $52.9K | 0.00% | −57,588−90.4% | Reduced |
| California State Teachers Retirement System | 6,806 | $59.1K | 0.00% | +6,806 | New |
| Acadian Asset Management LLC | 9,451 | $82.0K | 0.00% | −9,656−50.5% | Reduced |
| American International Group, Inc. | 9,847 | $85.6K | 0.00% | +9,847 | New |
| Wells Fargo & Company | 10,825 | $94.1K | 0.00% | +7,653+241.3% | Added |
| LPL Financial LLC | 11,050 | $96.0K | 0.00% | +515+4.9% | Added |
| MetLife Investment Management | 11,054 | $96.1K | 0.00% | +11,054 | New |
| New York State Common Retirement Fund | 11,400 | $99.1K | 0.00% | +11,400 | New |
| Mirae Asset Global Investments Co., Ltd. | 11,579 | $100.6K | 0.00% | +11,579 | New |
| UBS Group AG | 11,767 | $102.3K | 0.00% | +10,035+579.4% | Added |
| Manufacturers Life Insurance Company, The | 11,793 | $102.5K | 0.00% | +11,793 | New |
| Cerity Partners LLC | 12,976 | $112.8K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 13,469 | $117.0K | 0.00% | +13,469 | New |
| EA Series Trust | 13,469 | $117.0K | 0.00% | +13,469 | New |
| JPMorgan Chase & Co | 15,887 | $138.1K | 0.00% | −33,437−67.8% | Reduced |
| SkyView Investment Advisors, LLC | 16,089 | $140.0K | 0.03% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 17,865 | $155.2K | 0.00% | −38,331−68.2% | Reduced |
| Morgan Stanley | 21,644 | $188.1K | 0.00% | −25,494−54.1% | Reduced |
| Rhumbline Advisers | 23,728 | $206.2K | 0.00% | +23,728 | New |
| Stilwell Value LLC | 30,000 | $260.7K | 0.16% | 00.0% | Unchanged |
| Raymond James & Associates | 37,447 | $325.4K | 0.00% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 38,718 | $336.5K | 0.04% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 39,028 | $339.2K | 0.00% | +39,028 | New |
| Beese Fulmer Investment Management, Inc. | 48,974 | $425.6K | 0.05% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 57,735 | $501.7K | 0.00% | +46,752+425.7% | Added |
| Bank of New York Mellon Corp | 62,548 | $543.5K | 0.00% | +62,548 | New |
| Bridgeway Capital Management, LLC | 67,655 | $587.9K | 0.01% | +434+0.6% | Added |
| Wittenberg Investment Management, Inc. | 88,717 | $771.0K | 0.28% | +68,107+330.5% | Added |
| Renaissance Technologies LLC | 102,494 | $891.0K | 0.00% | −8,100−7.3% | Reduced |
| 683 Capital Management, LLC | 106,137 | $922.3K | 0.09% | +16,137+17.9% | Added |
| Northern Trust Corp | 170,118 | $1.48M | 0.00% | +124,809+275.5% | Added |
| First Pacific Advisors, LP | 181,562 | $1.58M | 0.02% | 00.0% | Unchanged |
| State Street Corp | 254,245 | $2.21M | 0.00% | +159,253+167.6% | Added |
| Maltese Capital Management LLC | 255,000 | $2.22M | 0.77% | −10,000−3.8% | Reduced |
| Alliancebernstein L.P. | 357,646 | $3.11M | 0.00% | −12,560−3.4% | Reduced |
| Dimensional Fund Advisors LP | 411,097 | $3.57M | 0.00% | +94,799+30.0% | Added |
| Geode Capital Management, LLC | 422,699 | $3.67M | 0.00% | +190,704+82.2% | Added |
| Bank of America Corp | 507,104 | $4.41M | 0.00% | −1,845−0.4% | Reduced |
| Vanguard Group Inc | 1,058,095 | $9.19M | 0.00% | −46,666−4.2% | Reduced |
| BlackRock Inc. | 1,533,467 | $13.3M | 0.00% | +1,215,424+382.2% | Added |
| M3F, Inc. | 2,179,719 | $18.9M | 5.95% | +125,373+6.1% | Added |
| T. Rowe Price Investment Management, Inc. | 2,513,061 | $21.8M | 0.01% | 00.0% | Unchanged |
| rhino investment partners, Inc | 0 | $0 | 0.00% | −482,819−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −212,281−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −124,458−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −108,787−100.0% | Sold out |
| Newtyn Management, LLC | 0 | $0 | 0.00% | −70,351−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −54,079−100.0% | Sold out |
| BHZ Capital Management, LP | 0 | $0 | 0.00% | −47,044−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −35,591−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | – | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −16,696−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −14,692−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −10,956−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −10,794−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −10,276−100.0% | Sold out |
| Fifth Lane Capital, LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −5,662−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −3,850−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −3,571−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,108−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −233−100.0% | Sold out |