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 2024
Institutional positions in Ponce Financial Group, Inc. as of Sep 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
- 62
- +8 vs. Q2 2024
- Shares held
- 11.3M
- +1.96M (+21.0%) vs. Q2 2024
- Total value
- $132.1M
- +$46.8M (+54.8%) vs. Q2 2024
- New holders
- 11
- 22 more added
- Sold out
- 3
- 12 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Ponce Financial Group, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 2,383,841 | $27.9M | 0.02% | −15,657−0.7% | Reduced |
| M3F, Inc. | 2,263,395 | $26.5M | 8.15% | +28,100+1.3% | Added |
| BlackRock, Inc. | 1,671,889 | $19.5M | 0.00% | +1,671,889 | New |
| Vanguard Group Inc | 1,085,106 | $12.7M | 0.00% | +7,663+0.7% | Added |
| Dimensional Fund Advisors LP | 785,593 | $9.18M | 0.00% | +69,849+9.8% | Added |
| Bank of America Corp | 500,013 | $5.85M | 0.00% | +110.0% | Added |
| Geode Capital Management, LLC | 462,611 | $5.41M | 0.00% | +9,790+2.2% | Added |
| State Street Corp | 285,464 | $3.34M | 0.00% | −164−0.1% | Reduced |
| First Pacific Advisors, LP | 181,562 | $2.12M | 0.03% | 00.0% | Unchanged |
| Mangrove Partners | 174,092 | $2.04M | 0.20% | 00.0% | Unchanged |
| Northern Trust Corp | 162,025 | $1.89M | 0.00% | −2,019−1.2% | Reduced |
| Renaissance Technologies LLC | 157,735 | $1.84M | 0.00% | +75,341+91.4% | Added |
| 683 Capital Management, LLC | 106,137 | $1.24M | 0.13% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 105,317 | $1.23M | 0.40% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 103,945 | $1.22M | 0.00% | −78,975−43.2% | Reduced |
| Morgan Stanley | 87,880 | $1.03M | 0.00% | +56,005+175.7% | Added |
| Bridgeway Capital Management, LLC | 59,653 | $697.3K | 0.02% | −4,621−7.2% | Reduced |
| Charles Schwab Investment Management Inc | 57,621 | $673.6K | 0.00% | +3,500+6.5% | Added |
| Los Angeles Capital Management LLC | 56,194 | $656.9K | 0.00% | +9,369+20.0% | Added |
| Bank of New York Mellon Corp | 46,564 | $544.3K | 0.00% | −15,328−24.8% | Reduced |
| Goldman Sachs Group Inc | 45,931 | $536.9K | 0.00% | +30,949+206.6% | Added |
| Beese Fulmer Investment Management, Inc. | 45,557 | $532.6K | 0.05% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 43,936 | $513.6K | 0.00% | +43,936 | New |
| Nuveen Asset Management, LLC | 39,028 | $456.2K | 0.00% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 38,718 | $452.6K | 0.05% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 32,113 | $375.4K | 0.00% | +20,239+170.4% | Added |
| Stilwell Value LLC | 30,000 | $350.7K | 0.18% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 28,338 | $331.3K | 0.02% | +28,338 | New |
| Barclays PLC | 25,370 | $296.6K | 0.00% | +18,472+267.8% | Added |
| Rhumbline Advisers | 21,217 | $248.0K | 0.00% | −3,802−15.2% | Reduced |
| Millennium Management LLC | 19,651 | $229.7K | 0.00% | +19,651 | New |
| Deutsche Bank AG | 18,664 | $218.2K | 0.00% | +180+1.0% | Added |
| SkyView Investment Advisors, LLC | 16,089 | $188.0K | 0.03% | 00.0% | Unchanged |
| Citadel Advisors LLC | 15,657 | $183.0K | 0.00% | +15,657 | New |
| Citigroup Inc | 14,905 | $174.2K | 0.00% | +9,929+199.5% | Added |
| American Century Companies Inc | 13,323 | $155.7K | 0.00% | +804+6.4% | Added |
| Jane Street Group, LLC | 12,439 | $145.4K | 0.00% | −8,209−39.8% | Reduced |
| Royal Bank of Canada | 11,846 | $139.0K | 0.00% | +9,904+510.0% | Added |
| MetLife Investment Management | 11,446 | $133.8K | 0.00% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 11,360 | $132.8K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 11,053 | $129.2K | 0.00% | −3,120−22.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 10,764 | $125.8K | 0.00% | +1,002+10.3% | Added |
| Trexquant Investment LP | 10,565 | $123.5K | 0.00% | +10,565 | New |
| Corebridge Financial, Inc. | 10,340 | $120.9K | 0.00% | −64−0.6% | Reduced |
| UBS Group AG | 9,261 | $108.3K | 0.00% | +3,317+55.8% | Added |
| New York State Common Retirement Fund | 1,864 | $21.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,689 | $19.7K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,672 | $19.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,546 | $18.1K | 0.00% | +1,546 | New |
| California State Teachers Retirement System | 1,401 | $16.4K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,373 | $16.1K | 0.00% | +211+18.2% | Added |
| Planned Solutions, Inc. | 1,203 | $14.1K | 0.01% | +1,203 | New |
| American Capital Advisory, LLC | 1,000 | $11.7K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 801 | $9.36K | 0.00% | −6,872−89.6% | Reduced |
| Amalgamated Bank | 690 | $8.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 413 | $5.00K | 0.00% | −672−61.9% | Reduced |
| Russell Investments Group, Ltd. | 331 | $3.87K | 0.00% | +215+185.3% | Added |
| CWM, LLC | 197 | $2.00K | 0.00% | +66+50.4% | Added |
| Covestor Ltd | 129 | $2.00K | 0.00% | +9+7.5% | Added |
| Sterling Capital Management LLC | 62 | $725 | 0.00% | +62 | New |
| C M Bidwell & Associates Ltd | 42 | $491 | 0.00% | +42 | New |
| Capital Performance Advisors LLP | 5 | $58 | 0.00% | +5 | New |
| Invesco Ltd. | 0 | $0 | 0.00% | −24,052−100.0% | Sold out |
| National Philanthropic Trust | 0 | $0 | 0.00% | −10,094−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −10,088−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |