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 2024
Institutional positions in Ponce Financial Group, Inc. as of Mar 31, 2024. 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
- 51
- −2 vs. Q4 2023
- Shares held
- 10.8M
- −287.3K (−2.6%) vs. Q4 2023
- Total value
- $96.1M
- −$12.1M (−11.2%) vs. Q4 2023
- New holders
- 5
- 15 more added
- Sold out
- 7
- 20 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Ponce Financial Group, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 3 | $0 | 0.00% | +3 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $35 | 0.00% | +4 | New |
| Covestor Ltd | 81 | $1.00K | 0.00% | +81 | New |
| Amalgamated Bank | 690 | $6.00K | 0.00% | −1,095−61.3% | Reduced |
| Royal Bank of Canada | 812 | $7.00K | 0.00% | −3,355−80.5% | Reduced |
| Tower Research Capital LLC (TRC) | 932 | $8.29K | 0.00% | −2,141−69.7% | Reduced |
| FMR LLC | 1,036 | $9.22K | 0.00% | −89−7.9% | Reduced |
| Metropolitan Life Insurance Co | 1,047 | $9.32K | 0.00% | +631+151.7% | Added |
| Legal & General Group Plc | 1,672 | $14.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,689 | $15.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,957 | $17.4K | 0.00% | −1,247−38.9% | Reduced |
| Citigroup Inc | 3,933 | $35.0K | 0.00% | +1,118+39.7% | Added |
| New York State Common Retirement Fund | 4,066 | $36.2K | 0.00% | +2,194+117.2% | Added |
| Deutsche Bank AG | 7,948 | $70.7K | 0.00% | −281−3.4% | Reduced |
| American International Group, Inc. | 9,592 | $85.4K | 0.00% | −82−0.8% | Reduced |
| National Philanthropic Trust | 10,094 | $89.8K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 10,486 | $93.3K | 0.00% | −568−5.1% | Reduced |
| Brandywine Global Investment Management, LLC | 11,360 | $101.1K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 12,539 | $111.6K | 0.00% | −16−0.1% | Reduced |
| Wells Fargo & Company | 12,579 | $112.0K | 0.00% | +1,634+14.9% | Added |
| Barclays PLC | 13,901 | $123.7K | 0.00% | −12,790−47.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 15,955 | $142.0K | 0.01% | +15,955 | New |
| SkyView Investment Advisors, LLC | 16,089 | $143.0K | 0.03% | +16,089 | New |
| UBS Group AG | 19,589 | $174.3K | 0.00% | −4,350−18.2% | Reduced |
| Rhumbline Advisers | 25,205 | $224.3K | 0.00% | +951+3.9% | Added |
| Stilwell Value LLC | 30,000 | $267.0K | 0.14% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 34,633 | $308.2K | 0.00% | +10,357+42.7% | Added |
| Maltese Capital Management LLC | 37,257 | $331.6K | 0.06% | −171,179−82.1% | Reduced |
| Keeley-Teton Advisors, LLC | 38,718 | $344.6K | 0.04% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 39,028 | $347.4K | 0.00% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 48,486 | $431.5K | 0.04% | −488−1.0% | Reduced |
| Los Angeles Capital Management LLC | 53,225 | $473.7K | 0.00% | +33,252+166.5% | Added |
| Charles Schwab Investment Management Inc | 54,121 | $481.7K | 0.00% | −3,614−6.3% | Reduced |
| Bank of New York Mellon Corp | 54,355 | $483.8K | 0.00% | −7,424−12.0% | Reduced |
| Morgan Stanley | 56,051 | $498.9K | 0.00% | +1,643+3.0% | Added |
| Bridgeway Capital Management, LLC | 63,554 | $565.6K | 0.01% | −6,551−9.3% | Reduced |
| Renaissance Technologies LLC | 83,894 | $747.0K | 0.00% | +1,000+1.2% | Added |
| Wittenberg Investment Management, Inc. | 105,317 | $937.3K | 0.32% | 00.0% | Unchanged |
| 683 Capital Management, LLC | 106,137 | $944.6K | 0.10% | 00.0% | Unchanged |
| Northern Trust Corp | 168,185 | $1.50M | 0.00% | +2,156+1.3% | Added |
| Mangrove Partners | 174,092 | $1.55M | 0.13% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 181,562 | $1.62M | 0.02% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 197,393 | $1.76M | 0.00% | −67,930−25.6% | Reduced |
| State Street Corp | 282,200 | $2.51M | 0.00% | +22,704+8.7% | Added |
| Geode Capital Management, LLC | 439,864 | $3.92M | 0.00% | +13,956+3.3% | Added |
| Bank of America Corp | 496,650 | $4.42M | 0.00% | −12,799−2.5% | Reduced |
| Dimensional Fund Advisors LP | 651,292 | $5.80M | 0.00% | +66,623+11.4% | Added |
| Vanguard Group Inc | 1,079,224 | $9.61M | 0.00% | +7,349+0.7% | Added |
| BlackRock Inc. | 1,569,483 | $14.0M | 0.00% | −76,607−4.7% | Reduced |
| M3F, Inc. | 2,163,165 | $19.3M | 6.81% | +52,446+2.5% | Added |
| T. Rowe Price Investment Management, Inc. | 2,403,661 | $21.4M | 0.01% | −109,400−4.4% | Reduced |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −15,919−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −14,675−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −11,579−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −10,857−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| American Capital Advisory, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −160−100.0% | Sold out |