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 2025
Institutional positions in Ponce Financial Group, Inc. as of Mar 31, 2025. 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
- 73
- +6 vs. Q4 2024
- Shares held
- 11.6M
- +154.7K (+1.3%) vs. Q4 2024
- Total value
- $142.4M
- −$6.68M (−4.5%) vs. Q4 2024
- New holders
- 9
- 14 more added
- Sold out
- 3
- 31 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Ponce Financial Group, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 1 | $13 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $64 | 0.00% | +5 | New |
| Northwestern Mutual Wealth Management Co | 8 | $101 | 0.00% | +8 | New |
| Rothschild Investment LLC | 30 | $380 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 39 | $494 | 0.00% | +39 | New |
| C M Bidwell & Associates Ltd | 42 | $532 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 201 | $3.00K | 0.00% | −110−35.4% | Reduced |
| CWM, LLC | 352 | $4.00K | 0.00% | +39+12.5% | Added |
| Sterling Capital Management LLC | 334 | $4.23K | 0.00% | −287−46.2% | Reduced |
| Russell Investments Group, Ltd. | 542 | $6.87K | 0.00% | −39−6.7% | Reduced |
| GWM Advisors LLC | 664 | $8.41K | 0.00% | −2−0.3% | Reduced |
| Amalgamated Bank | 690 | $9.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,021 | $12.9K | 0.00% | −329−24.4% | Reduced |
| California State Teachers Retirement System | 1,401 | $17.8K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,672 | $21.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,689 | $21.4K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,864 | $23.6K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,994 | $25.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,396 | $30.4K | 0.00% | +1,777+287.1% | Added |
| American Capital Advisory, LLC | 2,600 | $32.9K | 0.02% | +100+4.0% | Added |
| BNP Paribas Arbitrage, SA | 3,410 | $43.2K | 0.00% | −1,797−34.5% | Reduced |
| Massmutual Trust Co FSB | 3,439 | $43.6K | 0.00% | −37,661−91.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,888 | $49.3K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 9,474 | $120.0K | 0.00% | −140−1.5% | Reduced |
| PDT Partners, LLC | 11,081 | $140.4K | 0.01% | +820+8.0% | Added |
| UBS Group AG | 11,193 | $141.8K | 0.00% | −10,756−49.0% | Reduced |
| Brandywine Global Investment Management, LLC | 11,360 | $143.9K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 11,446 | $145.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 11,476 | $145.4K | 0.00% | +468+4.3% | Added |
| Royal Bank of Canada | 11,599 | $147.0K | 0.00% | −738−6.0% | Reduced |
| Wells Fargo & Company | 11,607 | $147.1K | 0.00% | −744−6.0% | Reduced |
| Operose Advisors LLC | 12,000 | $152.0K | 0.05% | +12,000 | New |
| Intech Investment Management LLC | 12,006 | $152.1K | 0.00% | +12,006 | New |
| Creative Planning | 13,542 | $171.6K | 0.00% | +13,542 | New |
| American Century Companies Inc | 14,370 | $182.1K | 0.00% | −49−0.3% | Reduced |
| First Trust Advisors LP | 14,423 | $182.7K | 0.00% | +797+5.8% | Added |
| Citigroup Inc | 14,716 | $186.5K | 0.00% | −1,172−7.4% | Reduced |
| Rangeley Capital, LLC | 14,781 | $187.3K | 0.21% | −31,219−67.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 17,730 | $224.6K | 0.02% | +10.0% | Added |
| Barclays PLC | 19,447 | $246.4K | 0.00% | −9,638−33.1% | Reduced |
| Rhumbline Advisers | 20,117 | $254.9K | 0.00% | −1,064−5.0% | Reduced |
| Jane Street Group, LLC | 21,848 | $276.8K | 0.00% | +21,848 | New |
| Deutsche Bank AG | 24,722 | $313.2K | 0.00% | −525−2.1% | Reduced |
| Susquehanna International Group, LLP | 25,807 | $327.0K | 0.00% | +25,807 | New |
| Citadel Advisors LLC | 28,135 | $356.5K | 0.00% | +334+1.2% | Added |
| Stilwell Value LLC | 30,000 | $380.1K | 0.20% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 31,286 | $396.4K | 0.00% | −35,361−53.1% | Reduced |
| Bridgeway Capital Management, LLC | 32,454 | $411.2K | 0.01% | −19,500−37.5% | Reduced |
| Keeley-Teton Advisors, LLC | 38,718 | $490.6K | 0.06% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 40,244 | $509.9K | 0.00% | −5,550−12.1% | Reduced |
| Beese Fulmer Investment Management, Inc. | 45,557 | $577.2K | 0.05% | 00.0% | Unchanged |
| Nuveen, LLC | 429,715 | $585.0K | 0.00% | +429,715 | New |
| Bank of New York Mellon Corp | 50,045 | $634.1K | 0.00% | −2,276−4.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 52,897 | $670.2K | 0.00% | −4,218−7.4% | Reduced |
| 683 Capital Management, LLC | 55,000 | $696.9K | 0.07% | −51,137−48.2% | Reduced |
| Goldman Sachs Group Inc | 57,455 | $728.0K | 0.00% | −17,803−23.7% | Reduced |
| Charles Schwab Investment Management Inc | 57,621 | $730.1K | 0.00% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 64,217 | $813.6K | 0.37% | 00.0% | Unchanged |
| Morgan Stanley | 73,691 | $933.7K | 0.00% | −1,385−1.8% | Reduced |
| Raymond James Financial Inc | 116,626 | $1.48M | 0.00% | +84,714+265.5% | Added |
| Alliancebernstein L.P. | 129,179 | $1.64M | 0.00% | +27,639+27.2% | Added |
| Renaissance Technologies LLC | 136,035 | $1.72M | 0.00% | −24,400−15.2% | Reduced |
| Northern Trust Corp | 162,569 | $2.06M | 0.00% | −94−0.1% | Reduced |
| Mangrove Partners | 163,362 | $2.07M | 0.23% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 181,562 | $2.30M | 0.04% | 00.0% | Unchanged |
| State Street Corp | 298,987 | $3.79M | 0.00% | +22,379+8.1% | Added |
| Geode Capital Management, LLC | 471,246 | $5.97M | 0.00% | +10,764+2.3% | Added |
| Bank of America Corp | 498,331 | $6.31M | 0.00% | −7,507−1.5% | Reduced |
| Dimensional Fund Advisors LP | 862,029 | $10.9M | 0.00% | +31,354+3.8% | Added |
| Vanguard Group Inc | 1,087,336 | $13.8M | 0.00% | −1,916−0.2% | Reduced |
| BlackRock, Inc. | 1,662,800 | $21.1M | 0.00% | −34,521−2.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 2,156,501 | $27.3M | 0.02% | −144,840−6.3% | Reduced |
| M3F, Inc. | 2,266,821 | $28.7M | 7.89% | +1,426+0.1% | Added |
| Fourthstone LLC | 0 | $0 | 0.00% | −67,983−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −19,272−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −8,826−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |