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, Q3 2023
Institutional positions in Ponce Financial Group, Inc. as of Sep 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
- 49
- 0 vs. Q2 2023
- Shares held
- 10.8M
- +13.9K (+0.1%) vs. Q2 2023
- Total value
- $84.4M
- −$9.26M (−9.9%) vs. Q2 2023
- New holders
- 3
- 12 more added
- Sold out
- 3
- 16 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Ponce Financial Group, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Citigroup Inc | 50 | $391 | 0.00% | −6,041−99.2% | Reduced |
| New York State Common Retirement Fund | 272 | $2.13K | 0.00% | −11,128−97.6% | Reduced |
| Metropolitan Life Insurance Co | 1,146 | $8.96K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,332 | $10.4K | 0.00% | +735+123.1% | Added |
| Ameritas Investment Partners, Inc. | 1,689 | $13.2K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,884 | $14.7K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,990 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,610 | $20.4K | 0.00% | +1,636+168.0% | Added |
| Barclays PLC | 3,884 | $30.4K | 0.00% | −213−5.2% | Reduced |
| California State Teachers Retirement System | 4,514 | $35.3K | 0.00% | −2,292−33.7% | Reduced |
| Royal Bank of Canada | 4,680 | $37.0K | 0.00% | +1,426+43.8% | Added |
| Wells Fargo & Company | 9,499 | $74.3K | 0.00% | −1,326−12.2% | Reduced |
| LPL Financial LLC | 10,074 | $78.8K | 0.00% | −976−8.8% | Reduced |
| Goldman Sachs Group Inc | 10,113 | $79.1K | 0.00% | −7,752−43.4% | Reduced |
| American International Group, Inc. | 10,210 | $79.8K | 0.00% | +363+3.7% | Added |
| American Century Companies Inc | 10,438 | $81.6K | 0.00% | +10,438 | New |
| MetLife Investment Management | 11,054 | $86.4K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 11,136 | $87.1K | 0.00% | −631−5.4% | Reduced |
| Brandywine Global Investment Management, LLC | 11,360 | $88.8K | 0.00% | +11,360 | New |
| Mirae Asset Global Investments Co., Ltd. | 11,579 | $90.5K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 11,603 | $90.7K | 0.00% | +11,603 | New |
| Manufacturers Life Insurance Company, The | 11,793 | $92.2K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 13,285 | $103.9K | 0.00% | −2,602−16.4% | Reduced |
| Empowered Funds, LLC | 14,575 | $114.0K | 0.00% | +1,106+8.2% | Added |
| SkyView Investment Advisors, LLC | 16,089 | $126.0K | 0.05% | 00.0% | Unchanged |
| Morgan Stanley | 17,148 | $134.1K | 0.00% | −4,496−20.8% | Reduced |
| Rhumbline Advisers | 24,750 | $193.5K | 0.00% | +1,022+4.3% | Added |
| Stilwell Value LLC | 30,000 | $234.6K | 0.13% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 38,718 | $302.8K | 0.04% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 39,028 | $305.2K | 0.00% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 48,974 | $383.0K | 0.04% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 57,735 | $451.5K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 62,548 | $489.1K | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 68,761 | $537.7K | 0.01% | +1,106+1.6% | Added |
| Renaissance Technologies LLC | 86,794 | $679.0K | 0.00% | −15,700−15.3% | Reduced |
| Wittenberg Investment Management, Inc. | 105,317 | $823.6K | 0.30% | +16,600+18.7% | Added |
| 683 Capital Management, LLC | 106,137 | $830.0K | 0.08% | 00.0% | Unchanged |
| Northern Trust Corp | 168,131 | $1.31M | 0.00% | −1,987−1.2% | Reduced |
| First Pacific Advisors, LP | 181,562 | $1.42M | 0.02% | 00.0% | Unchanged |
| Maltese Capital Management LLC | 255,000 | $1.99M | 0.76% | 00.0% | Unchanged |
| State Street Corp | 259,137 | $2.03M | 0.00% | +4,892+1.9% | Added |
| Alliancebernstein L.P. | 330,949 | $2.59M | 0.00% | −26,697−7.5% | Reduced |
| Geode Capital Management, LLC | 414,483 | $3.24M | 0.00% | −8,216−1.9% | Reduced |
| Bank of America Corp | 509,119 | $3.98M | 0.00% | +2,015+0.4% | Added |
| Dimensional Fund Advisors LP | 520,264 | $4.07M | 0.00% | +109,167+26.6% | Added |
| Vanguard Group Inc | 1,055,634 | $8.26M | 0.00% | −2,461−0.2% | Reduced |
| BlackRock Inc. | 1,546,308 | $12.1M | 0.00% | +12,841+0.8% | Added |
| M3F, Inc. | 2,159,719 | $16.9M | 5.64% | −20,000−0.9% | Reduced |
| T. Rowe Price Investment Management, Inc. | 2,513,061 | $19.7M | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 0 | $0 | 0.00% | −37,447−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −12,976−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −9,451−100.0% | Sold out |
| EA Series Trust | – | – | – | – | Not filed |