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 2024
Institutional positions in Ponce Financial Group, Inc. as of Jun 30, 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
- 55
- +4 vs. Q1 2024
- Shares held
- 10.9M
- +126.4K (+1.2%) vs. Q1 2024
- Total value
- $99.8M
- +$3.75M (+3.9%) vs. Q1 2024
- New holders
- 9
- 17 more added
- Sold out
- 5
- 15 more reduced
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Ponce Financial Group, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 120 | $1.00K | 0.00% | +39+48.1% | Added |
| CWM, LLC | 131 | $1.00K | 0.00% | +128+4,266.7% | Added |
| Russell Investments Group, Ltd. | 116 | $1.06K | 0.00% | +116 | New |
| Amalgamated Bank | 690 | $6.00K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1,000 | $9.76K | 0.01% | +1,000 | New |
| Picton Mahoney Asset Management | 1,085 | $10.0K | 0.00% | +1,085 | New |
| FMR LLC | 1,162 | $10.6K | 0.00% | +126+12.2% | Added |
| California State Teachers Retirement System | 1,401 | $12.8K | 0.00% | −556−28.4% | Reduced |
| Legal & General Group Plc | 1,672 | $15.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,689 | $15.4K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,864 | $17.0K | 0.00% | −2,202−54.2% | Reduced |
| Royal Bank of Canada | 1,942 | $18.0K | 0.00% | +1,130+139.2% | Added |
| Citigroup Inc | 4,976 | $45.5K | 0.00% | +1,043+26.5% | Added |
| UBS Group AG | 5,944 | $54.3K | 0.00% | −13,645−69.7% | Reduced |
| Barclays PLC | 6,898 | $63.0K | 0.00% | −7,003−50.4% | Reduced |
| Tower Research Capital LLC (TRC) | 7,673 | $70.1K | 0.00% | +6,741+723.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 9,762 | $89.2K | 0.00% | +9,762 | New |
| Empowered Funds, LLC | 10,088 | $92.2K | 0.00% | +10,088 | New |
| National Philanthropic Trust | 10,094 | $92.3K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 10,404 | $95.1K | 0.00% | +10,404 | New |
| Brandywine Global Investment Management, LLC | 11,360 | $103.8K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 11,446 | $104.6K | 0.00% | +960+9.2% | Added |
| JPMorgan Chase & Co | 11,874 | $108.5K | 0.00% | −22,759−65.7% | Reduced |
| American Century Companies Inc | 12,519 | $114.4K | 0.00% | −20−0.2% | Reduced |
| Wells Fargo & Company | 14,173 | $129.5K | 0.00% | +1,594+12.7% | Added |
| Goldman Sachs Group Inc | 14,982 | $136.9K | 0.00% | +14,982 | New |
| SkyView Investment Advisors, LLC | 16,089 | $147.0K | 0.03% | 00.0% | Unchanged |
| Deutsche Bank AG | 18,484 | $168.9K | 0.00% | +10,536+132.6% | Added |
| Jane Street Group, LLC | 20,648 | $188.7K | 0.00% | +20,648 | New |
| Invesco Ltd. | 24,052 | $219.8K | 0.00% | +24,052 | New |
| Rhumbline Advisers | 25,019 | $228.7K | 0.00% | −186−0.7% | Reduced |
| Stilwell Value LLC | 30,000 | $274.2K | 0.14% | 00.0% | Unchanged |
| Morgan Stanley | 31,875 | $291.3K | 0.00% | −24,176−43.1% | Reduced |
| Keeley-Teton Advisors, LLC | 38,718 | $353.9K | 0.05% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 39,028 | $356.7K | 0.00% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 45,557 | $416.4K | 0.04% | −2,929−6.0% | Reduced |
| Los Angeles Capital Management LLC | 46,825 | $428.0K | 0.00% | −6,400−12.0% | Reduced |
| Charles Schwab Investment Management Inc | 54,121 | $494.7K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 61,892 | $565.7K | 0.00% | +7,537+13.9% | Added |
| Bridgeway Capital Management, LLC | 64,274 | $587.5K | 0.01% | +720+1.1% | Added |
| Renaissance Technologies LLC | 82,394 | $753.1K | 0.00% | −1,500−1.8% | Reduced |
| Wittenberg Investment Management, Inc. | 105,317 | $962.6K | 0.33% | 00.0% | Unchanged |
| 683 Capital Management, LLC | 106,137 | $970.1K | 0.10% | 00.0% | Unchanged |
| Northern Trust Corp | 164,044 | $1.50M | 0.00% | −4,141−2.5% | Reduced |
| Mangrove Partners | 174,092 | $1.59M | 0.14% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 181,562 | $1.66M | 0.02% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 182,920 | $1.67M | 0.00% | −14,473−7.3% | Reduced |
| State Street Corp | 285,628 | $2.61M | 0.00% | +3,428+1.2% | Added |
| Geode Capital Management, LLC | 452,821 | $4.14M | 0.00% | +12,957+2.9% | Added |
| Bank of America Corp | 500,002 | $4.57M | 0.00% | +3,352+0.7% | Added |
| Dimensional Fund Advisors LP | 715,744 | $6.54M | 0.00% | +64,452+9.9% | Added |
| Vanguard Group Inc | 1,077,443 | $9.85M | 0.00% | −1,781−0.2% | Reduced |
| BlackRock Inc. | 1,586,657 | $14.5M | 0.00% | +17,174+1.1% | Added |
| M3F, Inc. | 2,235,295 | $20.4M | 7.56% | +72,130+3.3% | Added |
| T. Rowe Price Investment Management, Inc. | 2,399,498 | $21.9M | 0.01% | −4,163−0.2% | Reduced |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −37,257−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −15,955−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −9,592−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −1,047−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |