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, Q4 2023
Institutional positions in Ponce Financial Group, Inc. as of Dec 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
- 53
- +4 vs. Q3 2023
- Shares held
- 11.1M
- +295.9K (+2.7%) vs. Q3 2023
- Total value
- $108.2M
- +$23.8M (+28.2%) vs. Q3 2023
- New holders
- 9
- 17 more added
- Sold out
- 5
- 14 more reduced
Compare with Q3 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 | $197.9M |
| Q3 2025 | 77 | $168.4M |
| Q2 2025 | 76 | $157.4M |
| Q1 2025 | 73 | $142.4M |
| Q4 2024 | 68 | $149.6M |
| Q3 2024 | 62 | $132.5M |
| Q2 2024 | 55 | $99.9M |
| Q1 2024 | 51 | $97.4M |
| Q4 2023 | 53 | $108.9M |
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Ponce Financial Group, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 2,513,061 | $24.5M | 0.02% | 00.0% | Unchanged |
| M3F, Inc. | 2,110,719 | $20.6M | 6.54% | −49,000−2.3% | Reduced |
| BlackRock Inc. | 1,646,090 | $16.1M | 0.00% | +99,782+6.5% | Added |
| Vanguard Group Inc | 1,071,875 | $10.5M | 0.00% | +16,241+1.5% | Added |
| Dimensional Fund Advisors LP | 584,669 | $5.71M | 0.00% | +64,405+12.4% | Added |
| Bank of America Corp | 509,449 | $4.97M | 0.00% | +330+0.1% | Added |
| Geode Capital Management, LLC | 425,908 | $4.16M | 0.00% | +11,425+2.8% | Added |
| Alliancebernstein L.P. | 265,323 | $2.59M | 0.00% | −65,626−19.8% | Reduced |
| State Street Corp | 259,496 | $2.53M | 0.00% | +359+0.1% | Added |
| Maltese Capital Management LLC | 208,436 | $2.03M | 0.57% | −46,564−18.3% | Reduced |
| First Pacific Advisors, LP | 181,562 | $1.77M | 0.03% | 00.0% | Unchanged |
| Mangrove Partners | 174,092 | $1.70M | 0.11% | +174,092 | New |
| Northern Trust Corp | 166,029 | $1.62M | 0.00% | −2,102−1.3% | Reduced |
| 683 Capital Management, LLC | 106,137 | $1.04M | 0.10% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 105,317 | $1.03M | 0.36% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 82,894 | $809.0K | 0.00% | −3,900−4.5% | Reduced |
| Bridgeway Capital Management, LLC | 70,105 | $684.2K | 0.01% | +1,344+2.0% | Added |
| Bank of New York Mellon Corp | 61,779 | $603.0K | 0.00% | −769−1.2% | Reduced |
| Charles Schwab Investment Management Inc | 57,735 | $563.5K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 54,408 | $531.0K | 0.00% | +37,260+217.3% | Added |
| Beese Fulmer Investment Management, Inc. | 48,974 | $478.0K | 0.05% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 39,028 | $380.9K | 0.00% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 38,718 | $377.9K | 0.05% | 00.0% | Unchanged |
| Stilwell Value LLC | 30,000 | $292.8K | 0.15% | 00.0% | Unchanged |
| Barclays PLC | 26,691 | $260.5K | 0.00% | +22,807+587.2% | Added |
| JPMorgan Chase & Co | 24,276 | $236.9K | 0.00% | +10,991+82.7% | Added |
| Rhumbline Advisers | 24,254 | $236.7K | 0.00% | −496−2.0% | Reduced |
| UBS Group AG | 23,939 | $233.6K | 0.00% | +12,803+115.0% | Added |
| Los Angeles Capital Management LLC | 19,973 | $194.9K | 0.00% | +19,973 | New |
| Empowered Funds, LLC | 15,919 | $155.4K | 0.00% | +1,344+9.2% | Added |
| Jane Street Group, LLC | 14,675 | $143.2K | 0.00% | +14,675 | New |
| American Century Companies Inc | 12,555 | $122.5K | 0.00% | +2,117+20.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 11,579 | $113.0K | 0.00% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 11,360 | $110.9K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 11,054 | $107.9K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 10,945 | $106.8K | 0.00% | +1,446+15.2% | Added |
| SG Americas Securities, LLC | 10,857 | $106.0K | 0.00% | +10,857 | New |
| National Philanthropic Trust | 10,094 | $98.5K | 0.00% | +10,094 | New |
| American International Group, Inc. | 9,674 | $94.4K | 0.00% | −536−5.2% | Reduced |
| Deutsche Bank AG | 8,229 | $80.3K | 0.00% | +8,229 | New |
| Royal Bank of Canada | 4,167 | $41.0K | 0.00% | −513−11.0% | Reduced |
| California State Teachers Retirement System | 3,204 | $31.3K | 0.00% | −1,310−29.0% | Reduced |
| Tower Research Capital LLC (TRC) | 3,073 | $30.0K | 0.00% | +463+17.7% | Added |
| Citigroup Inc | 2,815 | $27.5K | 0.00% | +2,765+5,530.0% | Added |
| New York State Common Retirement Fund | 1,872 | $18.3K | 0.00% | +1,600+588.2% | Added |
| Amalgamated Bank | 1,785 | $17.0K | 0.00% | −205−10.3% | Reduced |
| Ameritas Investment Partners, Inc. | 1,689 | $16.5K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,672 | $16.3K | 0.00% | −212−11.3% | Reduced |
| Planned Solutions, Inc. | 1,200 | $11.7K | 0.01% | +1,200 | New |
| FMR LLC | 1,125 | $11.0K | 0.00% | −207−15.5% | Reduced |
| American Capital Advisory, LLC | 1,000 | $9.76K | 0.01% | +1,000 | New |
| Metropolitan Life Insurance Co | 416 | $4.06K | 0.00% | −730−63.7% | Reduced |
| Qube Research & Technologies Ltd | 160 | $1.56K | 0.00% | +160 | New |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −16,089−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −11,793−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −11,603−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −10,113−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −10,074−100.0% | Sold out |