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 |
|---|---|---|---|---|---|
| Capital Performance Advisors LLP | 5 | $58 | 0.00% | +5 | New |
| C M Bidwell & Associates Ltd | 42 | $491 | 0.00% | +42 | New |
| Sterling Capital Management LLC | 62 | $725 | 0.00% | +62 | New |
| CWM, LLC | 197 | $2.00K | 0.00% | +66+50.4% | Added |
| Covestor Ltd | 129 | $2.00K | 0.00% | +9+7.5% | Added |
| Russell Investments Group, Ltd. | 331 | $3.87K | 0.00% | +215+185.3% | Added |
| Picton Mahoney Asset Management | 413 | $5.00K | 0.00% | −672−61.9% | Reduced |
| Amalgamated Bank | 690 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 801 | $9.36K | 0.00% | −6,872−89.6% | Reduced |
| American Capital Advisory, LLC | 1,000 | $11.7K | 0.01% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 1,203 | $14.1K | 0.01% | +1,203 | New |
| FMR LLC | 1,373 | $16.1K | 0.00% | +211+18.2% | Added |
| California State Teachers Retirement System | 1,401 | $16.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,546 | $18.1K | 0.00% | +1,546 | New |
| Legal & General Group Plc | 1,672 | $19.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,689 | $19.7K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,864 | $21.8K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 9,261 | $108.3K | 0.00% | +3,317+55.8% | Added |
| Corebridge Financial, Inc. | 10,340 | $120.9K | 0.00% | −64−0.6% | Reduced |
| Trexquant Investment LP | 10,565 | $123.5K | 0.00% | +10,565 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 10,764 | $125.8K | 0.00% | +1,002+10.3% | Added |
| Wells Fargo & Company | 11,053 | $129.2K | 0.00% | −3,120−22.0% | Reduced |
| Brandywine Global Investment Management, LLC | 11,360 | $132.8K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 11,446 | $133.8K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 11,846 | $139.0K | 0.00% | +9,904+510.0% | Added |
| Jane Street Group, LLC | 12,439 | $145.4K | 0.00% | −8,209−39.8% | Reduced |
| American Century Companies Inc | 13,323 | $155.7K | 0.00% | +804+6.4% | Added |
| Citigroup Inc | 14,905 | $174.2K | 0.00% | +9,929+199.5% | Added |
| Citadel Advisors LLC | 15,657 | $183.0K | 0.00% | +15,657 | New |
| SkyView Investment Advisors, LLC | 16,089 | $188.0K | 0.03% | 00.0% | Unchanged |
| Deutsche Bank AG | 18,664 | $218.2K | 0.00% | +180+1.0% | Added |
| Millennium Management LLC | 19,651 | $229.7K | 0.00% | +19,651 | New |
| Rhumbline Advisers | 21,217 | $248.0K | 0.00% | −3,802−15.2% | Reduced |
| Barclays PLC | 25,370 | $296.6K | 0.00% | +18,472+267.8% | Added |
| Campbell & CO Investment Adviser LLC | 28,338 | $331.3K | 0.02% | +28,338 | New |
| Stilwell Value LLC | 30,000 | $350.7K | 0.18% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 32,113 | $375.4K | 0.00% | +20,239+170.4% | Added |
| Keeley-Teton Advisors, LLC | 38,718 | $452.6K | 0.05% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 39,028 | $456.2K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 43,936 | $513.6K | 0.00% | +43,936 | New |
| Beese Fulmer Investment Management, Inc. | 45,557 | $532.6K | 0.05% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 45,931 | $536.9K | 0.00% | +30,949+206.6% | Added |
| Bank of New York Mellon Corp | 46,564 | $544.3K | 0.00% | −15,328−24.8% | Reduced |
| Los Angeles Capital Management LLC | 56,194 | $656.9K | 0.00% | +9,369+20.0% | Added |
| Charles Schwab Investment Management Inc | 57,621 | $673.6K | 0.00% | +3,500+6.5% | Added |
| Bridgeway Capital Management, LLC | 59,653 | $697.3K | 0.02% | −4,621−7.2% | Reduced |
| Morgan Stanley | 87,880 | $1.03M | 0.00% | +56,005+175.7% | Added |
| Alliancebernstein L.P. | 103,945 | $1.22M | 0.00% | −78,975−43.2% | Reduced |
| Wittenberg Investment Management, Inc. | 105,317 | $1.23M | 0.40% | 00.0% | Unchanged |
| 683 Capital Management, LLC | 106,137 | $1.24M | 0.13% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 157,735 | $1.84M | 0.00% | +75,341+91.4% | Added |
| Northern Trust Corp | 162,025 | $1.89M | 0.00% | −2,019−1.2% | Reduced |
| Mangrove Partners | 174,092 | $2.04M | 0.20% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 181,562 | $2.12M | 0.03% | 00.0% | Unchanged |
| State Street Corp | 285,464 | $3.34M | 0.00% | −164−0.1% | Reduced |
| Geode Capital Management, LLC | 462,611 | $5.41M | 0.00% | +9,790+2.2% | Added |
| Bank of America Corp | 500,013 | $5.85M | 0.00% | +110.0% | Added |
| Dimensional Fund Advisors LP | 785,593 | $9.18M | 0.00% | +69,849+9.8% | Added |
| Vanguard Group Inc | 1,085,106 | $12.7M | 0.00% | +7,663+0.7% | Added |
| BlackRock, Inc. | 1,671,889 | $19.5M | 0.00% | +1,671,889 | New |
| M3F, Inc. | 2,263,395 | $26.5M | 8.15% | +28,100+1.3% | Added |
| T. Rowe Price Investment Management, Inc. | 2,383,841 | $27.9M | 0.02% | −15,657−0.7% | Reduced |
| 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 |