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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, 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.

Institutional holdersQ4 2023: 53 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 heldQ4 2023: $108.2M
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, Q4 2023

Shares, value and share of portfolio for each institution holding Ponce Financial Group, Inc.; share changes are against Q3 2023.

Institutions holding PDLB in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Qube Research & Technologies Ltd160$1.56K0.00%+160New
Metropolitan Life Insurance Co416$4.06K0.00%−730−63.7%Reduced
American Capital Advisory, LLC1,000$9.76K0.01%+1,000New
FMR LLC1,125$11.0K0.00%−207−15.5%Reduced
Planned Solutions, Inc.1,200$11.7K0.01%+1,200New
Legal & General Group Plc1,672$16.3K0.00%−212−11.3%Reduced
Ameritas Investment Partners, Inc.1,689$16.5K0.00%00.0%Unchanged
Amalgamated Bank1,785$17.0K0.00%−205−10.3%Reduced
New York State Common Retirement Fund1,872$18.3K0.00%+1,600+588.2%Added
Citigroup Inc2,815$27.5K0.00%+2,765+5,530.0%Added
Tower Research Capital LLC (TRC)3,073$30.0K0.00%+463+17.7%Added
California State Teachers Retirement System3,204$31.3K0.00%−1,310−29.0%Reduced
Royal Bank of Canada4,167$41.0K0.00%−513−11.0%Reduced
Deutsche Bank AG8,229$80.3K0.00%+8,229New
American International Group, Inc.9,674$94.4K0.00%−536−5.2%Reduced
National Philanthropic Trust10,094$98.5K0.00%+10,094New
SG Americas Securities, LLC10,857$106.0K0.00%+10,857New
Wells Fargo & Company10,945$106.8K0.00%+1,446+15.2%Added
MetLife Investment Management11,054$107.9K0.00%00.0%Unchanged
Brandywine Global Investment Management, LLC11,360$110.9K0.00%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.11,579$113.0K0.00%00.0%Unchanged
American Century Companies Inc12,555$122.5K0.00%+2,117+20.3%Added
Jane Street Group, LLC14,675$143.2K0.00%+14,675New
Empowered Funds, LLC15,919$155.4K0.00%+1,344+9.2%Added
Los Angeles Capital Management LLC19,973$194.9K0.00%+19,973New
UBS Group AG23,939$233.6K0.00%+12,803+115.0%Added
Rhumbline Advisers24,254$236.7K0.00%−496−2.0%Reduced
JPMorgan Chase & Co24,276$236.9K0.00%+10,991+82.7%Added
Barclays PLC26,691$260.5K0.00%+22,807+587.2%Added
Stilwell Value LLC30,000$292.8K0.15%00.0%Unchanged
Keeley-Teton Advisors, LLC38,718$377.9K0.05%00.0%Unchanged
Nuveen Asset Management, LLC39,028$380.9K0.00%00.0%Unchanged
Beese Fulmer Investment Management, Inc.48,974$478.0K0.05%00.0%Unchanged
Morgan Stanley54,408$531.0K0.00%+37,260+217.3%Added
Charles Schwab Investment Management Inc57,735$563.5K0.00%00.0%Unchanged
Bank of New York Mellon Corp61,779$603.0K0.00%−769−1.2%Reduced
Bridgeway Capital Management, LLC70,105$684.2K0.01%+1,344+2.0%Added
Renaissance Technologies LLC82,894$809.0K0.00%−3,900−4.5%Reduced
Wittenberg Investment Management, Inc.105,317$1.03M0.36%00.0%Unchanged
683 Capital Management, LLC106,137$1.04M0.10%00.0%Unchanged
Northern Trust Corp166,029$1.62M0.00%−2,102−1.3%Reduced
Mangrove Partners174,092$1.70M0.15%+174,092New
First Pacific Advisors, LP181,562$1.77M0.03%00.0%Unchanged
Maltese Capital Management LLC208,436$2.03M0.57%−46,564−18.3%Reduced
State Street Corp259,496$2.53M0.00%+359+0.1%Added
Alliancebernstein L.P.265,323$2.59M0.00%−65,626−19.8%Reduced
Geode Capital Management, LLC425,908$4.16M0.00%+11,425+2.8%Added
Bank of America Corp509,449$4.97M0.00%+330+0.1%Added
Dimensional Fund Advisors LP584,669$5.71M0.00%+64,405+12.4%Added
Vanguard Group Inc1,071,875$10.5M0.00%+16,241+1.5%Added
BlackRock Inc.1,646,090$16.1M0.00%+99,782+6.5%Added
M3F, Inc.2,110,719$20.6M6.54%−49,000−2.3%Reduced
T. Rowe Price Investment Management, Inc.2,513,061$24.5M0.02%00.0%Unchanged
SkyView Investment Advisors, LLC0$00.00%−16,089−100.0%Sold out
Manufacturers Life Insurance Company, The0$00.00%−11,793−100.0%Sold out
Squarepoint Ops LLC0$00.00%−11,603−100.0%Sold out
Goldman Sachs Group Inc0$00.00%−10,113−100.0%Sold out
LPL Financial LLC0$00.00%−10,074−100.0%Sold out