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 2024
Institutional positions in Ponce Financial Group, Inc. as of Dec 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
- 68
- +6 vs. Q3 2024
- Shares held
- 11.5M
- +205.1K (+1.8%) vs. Q3 2024
- Total value
- $149.6M
- +$17.5M (+13.2%) vs. Q3 2024
- New holders
- 12
- 26 more added
- Sold out
- 6
- 16 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Ponce Financial Group, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 1 | $13 | 0.00% | +1 | New |
| Rothschild Investment LLC | 30 | $390 | 0.00% | +30 | New |
| C M Bidwell & Associates Ltd | 42 | $546 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 313 | $4.00K | 0.00% | +116+58.9% | Added |
| Covestor Ltd | 311 | $4.00K | 0.00% | +182+141.1% | Added |
| Russell Investments Group, Ltd. | 581 | $7.55K | 0.00% | +250+75.5% | Added |
| Tower Research Capital LLC (TRC) | 619 | $8.05K | 0.00% | −182−22.7% | Reduced |
| Sterling Capital Management LLC | 621 | $8.07K | 0.00% | +559+901.6% | Added |
| GWM Advisors LLC | 666 | $8.66K | 0.00% | −880−56.9% | Reduced |
| Amalgamated Bank | 690 | $9.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,350 | $17.6K | 0.00% | −23−1.7% | Reduced |
| California State Teachers Retirement System | 1,401 | $18.2K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,672 | $21.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,689 | $22.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,864 | $24.2K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,994 | $25.9K | 0.00% | +1,994 | New |
| American Capital Advisory, LLC | 2,500 | $32.5K | 0.02% | +1,500+150.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 3,888 | $50.5K | 0.00% | +3,888 | New |
| BNP Paribas Arbitrage, SA | 5,207 | $67.7K | 0.00% | +5,207 | New |
| SG Americas Securities, LLC | 8,826 | $115.0K | 0.00% | +8,826 | New |
| Corebridge Financial, Inc. | 9,614 | $125.0K | 0.00% | −726−7.0% | Reduced |
| PDT Partners, LLC | 10,261 | $133.4K | 0.01% | +10,261 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 11,008 | $143.1K | 0.00% | +244+2.3% | Added |
| Brandywine Global Investment Management, LLC | 11,360 | $147.7K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 11,446 | $148.8K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 12,351 | $160.6K | 0.00% | +1,298+11.7% | Added |
| Royal Bank of Canada | 12,337 | $161.0K | 0.00% | +491+4.1% | Added |
| First Trust Advisors LP | 13,626 | $177.1K | 0.00% | +13,626 | New |
| American Century Companies Inc | 14,419 | $187.4K | 0.00% | +1,096+8.2% | Added |
| Citigroup Inc | 15,888 | $206.5K | 0.00% | +983+6.6% | Added |
| Campbell & CO Investment Adviser LLC | 17,729 | $230.5K | 0.02% | −10,609−37.4% | Reduced |
| Trexquant Investment LP | 19,272 | $250.5K | 0.00% | +8,707+82.4% | Added |
| Rhumbline Advisers | 21,181 | $275.4K | 0.00% | −36−0.2% | Reduced |
| UBS Group AG | 21,949 | $285.3K | 0.00% | +12,688+137.0% | Added |
| Deutsche Bank AG | 25,247 | $328.2K | 0.00% | +6,583+35.3% | Added |
| Citadel Advisors LLC | 27,801 | $361.4K | 0.00% | +12,144+77.6% | Added |
| Barclays PLC | 29,085 | $378.1K | 0.00% | +3,715+14.6% | Added |
| Stilwell Value LLC | 30,000 | $390.0K | 0.20% | 00.0% | Unchanged |
| Raymond James Financial Inc | 31,912 | $414.9K | 0.00% | +31,912 | New |
| Nuveen Asset Management, LLC | 35,021 | $455.3K | 0.00% | −4,007−10.3% | Reduced |
| Keeley-Teton Advisors, LLC | 38,718 | $503.3K | 0.06% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 41,100 | $534.3K | 0.01% | +41,100 | New |
| Beese Fulmer Investment Management, Inc. | 45,557 | $592.2K | 0.05% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 45,794 | $595.3K | 0.00% | −10,400−18.5% | Reduced |
| Rangeley Capital, LLC | 46,000 | $598.0K | 0.58% | +46,000 | New |
| Bridgeway Capital Management, LLC | 51,954 | $675.4K | 0.02% | −7,699−12.9% | Reduced |
| Bank of New York Mellon Corp | 52,321 | $680.2K | 0.00% | +5,757+12.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 57,115 | $742.5K | 0.00% | +13,179+30.0% | Added |
| Charles Schwab Investment Management Inc | 57,621 | $749.1K | 0.00% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 64,217 | $834.8K | 0.33% | −41,100−39.0% | Reduced |
| JPMorgan Chase & Co | 66,647 | $866.4K | 0.00% | +34,534+107.5% | Added |
| Fourthstone LLC | 67,983 | $883.8K | 0.17% | +67,983 | New |
| Morgan Stanley | 75,076 | $976.0K | 0.00% | −12,804−14.6% | Reduced |
| Goldman Sachs Group Inc | 75,258 | $978.4K | 0.00% | +29,327+63.9% | Added |
| Alliancebernstein L.P. | 101,540 | $1.32M | 0.00% | −2,405−2.3% | Reduced |
| 683 Capital Management, LLC | 106,137 | $1.38M | 0.14% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 160,435 | $2.09M | 0.00% | +2,700+1.7% | Added |
| Northern Trust Corp | 162,663 | $2.11M | 0.00% | +638+0.4% | Added |
| Mangrove Partners | 163,362 | $2.12M | 0.25% | −10,730−6.2% | Reduced |
| First Pacific Advisors, LP | 181,562 | $2.36M | 0.03% | 00.0% | Unchanged |
| State Street Corp | 276,608 | $3.60M | 0.00% | −8,856−3.1% | Reduced |
| Geode Capital Management, LLC | 460,482 | $5.99M | 0.00% | −2,129−0.5% | Reduced |
| Bank of America Corp | 505,838 | $6.58M | 0.00% | +5,825+1.2% | Added |
| Dimensional Fund Advisors LP | 830,675 | $10.8M | 0.00% | +45,082+5.7% | Added |
| Vanguard Group Inc | 1,089,252 | $14.2M | 0.00% | +4,146+0.4% | Added |
| BlackRock, Inc. | 1,697,321 | $22.1M | 0.00% | +25,432+1.5% | Added |
| M3F, Inc. | 2,265,395 | $29.4M | 8.51% | +2,000+0.1% | Added |
| T. Rowe Price Investment Management, Inc. | 2,301,341 | $29.9M | 0.02% | −82,500−3.5% | Reduced |
| Millennium Management LLC | 0 | $0 | 0.00% | −19,651−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −16,089−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −12,439−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −1,203−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −413−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −5−100.0% | Sold out |