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 2025
Institutional positions in Ponce Financial Group, Inc. as of Jun 30, 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
- 76
- +4 vs. Q1 2025
- Shares held
- 11.4M
- −221.3K (−1.9%) vs. Q1 2025
- Total value
- $157.3M
- +$15.4M (+10.8%) vs. Q1 2025
- New holders
- 13
- 28 more added
- Sold out
- 9
- 21 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Ponce Financial Group, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 1 | $14 | 0.00% | +1 | New |
| Essential Partners LLC | 4 | $55 | 0.00% | +4 | New |
| True Wealth Design, LLC | 6 | $84 | 0.00% | +1+20.0% | Added |
| IFP Advisors, Inc | 0 | $333 | 0.00% | −1−100.0% | Reduced |
| Rothschild Investment LLC | 35 | $484 | 0.00% | +5+16.7% | Added |
| The PNC Financial Services Group, Inc. | 39 | $540 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 42 | $581 | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 130 | $1.80K | 0.00% | +130 | New |
| Covestor Ltd | 192 | $3.00K | 0.00% | −9−4.5% | Reduced |
| CWM, LLC | 374 | $5.00K | 0.00% | +22+6.3% | Added |
| Sterling Capital Management LLC | 518 | $7.17K | 0.00% | +184+55.1% | Added |
| Russell Investments Group, Ltd. | 718 | $9.94K | 0.00% | +176+32.5% | Added |
| Amalgamated Bank | 690 | $10.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,026 | $14.2K | 0.00% | +5+0.5% | Added |
| California State Teachers Retirement System | 1,401 | $19.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,689 | $23.4K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,824 | $25.2K | 0.00% | +152+9.1% | Added |
| New York State Common Retirement Fund | 1,864 | $25.8K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,921 | $26.6K | 0.00% | −1,489−43.7% | Reduced |
| MAI Capital Management | 1,994 | $27.6K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,127 | $29.4K | 0.00% | −1,312−38.2% | Reduced |
| American Capital Advisory, LLC | 2,800 | $38.8K | 0.02% | +200+7.7% | Added |
| Tower Research Capital LLC (TRC) | 3,510 | $48.6K | 0.00% | +1,114+46.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 3,888 | $53.8K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 8,162 | $113.0K | 0.00% | −6,554−44.5% | Reduced |
| AQR Capital Management LLC | 10,405 | $144.0K | 0.00% | +10,405 | New |
| Cornerstone Investment Partners, LLC | 10,586 | $146.5K | 0.01% | +10,586 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 11,008 | $152.4K | 0.00% | −468−4.1% | Reduced |
| Panagora Asset Management Inc | 11,243 | $155.6K | 0.00% | +11,243 | New |
| Brandywine Global Investment Management, LLC | 11,360 | $157.2K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 11,446 | $158.4K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 11,494 | $159.0K | 0.00% | −105−0.9% | Reduced |
| Operose Advisors LLC | 12,000 | $166.1K | 0.05% | 00.0% | Unchanged |
| Invesco Ltd. | 12,199 | $168.8K | 0.00% | +12,199 | New |
| Wells Fargo & Company | 12,622 | $174.7K | 0.00% | +1,015+8.7% | Added |
| Franklin Resources Inc | 13,051 | $180.6K | 0.00% | +13,051 | New |
| Creative Planning | 13,439 | $186.0K | 0.00% | −103−0.8% | Reduced |
| JPMorgan Chase & Co | 13,465 | $186.4K | 0.00% | −17,821−57.0% | Reduced |
| First Trust Advisors LP | 15,335 | $212.2K | 0.00% | +912+6.3% | Added |
| Jane Street Group, LLC | 17,077 | $236.3K | 0.00% | −4,771−21.8% | Reduced |
| Trexquant Investment LP | 18,218 | $252.1K | 0.00% | +18,218 | New |
| UBS Group AG | 18,231 | $252.3K | 0.00% | +7,038+62.9% | Added |
| American Century Companies Inc | 18,378 | $254.4K | 0.00% | +4,008+27.9% | Added |
| Deutsche Bank AG | 18,536 | $256.5K | 0.00% | −6,186−25.0% | Reduced |
| Stilwell Value LLC | 20,000 | $276.8K | 0.13% | −10,000−33.3% | Reduced |
| Goldman Sachs Group Inc | 21,043 | $291.2K | 0.00% | −36,412−63.4% | Reduced |
| Marshall Wace, LLP | 23,945 | $331.4K | 0.00% | +23,945 | New |
| Susquehanna International Group, LLP | 24,825 | $343.6K | 0.00% | −982−3.8% | Reduced |
| Rhumbline Advisers | 26,348 | $364.6K | 0.00% | +6,231+31.0% | Added |
| Nuveen, LLC | 29,355 | $406.3K | 0.00% | −400,360−93.2% | Reduced |
| Citadel Advisors LLC | 30,161 | $417.4K | 0.00% | +2,026+7.2% | Added |
| Barclays PLC | 32,861 | $454.8K | 0.00% | +13,414+69.0% | Added |
| Gamco Investors, Inc. Et Al | 38,718 | $535.9K | 0.01% | +38,718 | New |
| Beese Fulmer Investment Management, Inc. | 44,925 | $621.8K | 0.05% | −632−1.4% | Reduced |
| Millennium Management LLC | 51,419 | $711.6K | 0.00% | +51,419 | New |
| Bank of New York Mellon Corp | 52,553 | $727.3K | 0.00% | +2,508+5.0% | Added |
| Los Angeles Capital Management LLC | 59,474 | $823.1K | 0.00% | +19,230+47.8% | Added |
| Morgan Stanley | 60,078 | $831.5K | 0.00% | −13,613−18.5% | Reduced |
| Charles Schwab Investment Management Inc | 62,433 | $864.1K | 0.00% | +4,812+8.4% | Added |
| Wittenberg Investment Management, Inc. | 64,217 | $888.8K | 0.39% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 74,115 | $1.03M | 0.00% | +21,218+40.1% | Added |
| Raymond James Financial Inc | 116,949 | $1.62M | 0.00% | +323+0.3% | Added |
| Alliancebernstein L.P. | 134,299 | $1.86M | 0.00% | +5,120+4.0% | Added |
| Renaissance Technologies LLC | 145,535 | $2.01M | 0.00% | +9,500+7.0% | Added |
| Northern Trust Corp | 157,116 | $2.17M | 0.00% | −5,453−3.4% | Reduced |
| Mangrove Partners | 163,362 | $2.26M | 0.24% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 181,562 | $2.51M | 0.04% | 00.0% | Unchanged |
| Empirical Finance, LLC | 234,649 | $3.25M | 0.17% | +234,649 | New |
| State Street Corp | 340,501 | $4.71M | 0.00% | +41,514+13.9% | Added |
| Geode Capital Management, LLC | 480,257 | $6.65M | 0.00% | +9,011+1.9% | Added |
| Bank of America Corp | 495,917 | $6.86M | 0.00% | −2,414−0.5% | Reduced |
| Dimensional Fund Advisors LP | 898,932 | $12.4M | 0.00% | +36,903+4.3% | Added |
| Vanguard Group Inc | 1,103,343 | $15.3M | 0.00% | +16,007+1.5% | Added |
| BlackRock, Inc. | 1,632,339 | $22.6M | 0.00% | −30,461−1.8% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,951,394 | $27.0M | 0.02% | −205,107−9.5% | Reduced |
| M3F, Inc. | 2,315,708 | $32.0M | 9.04% | +48,887+2.2% | Added |
| 683 Capital Management, LLC | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −32,454−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −17,730−100.0% | Sold out |
| Rangeley Capital, LLC | 0 | $0 | 0.00% | −14,781−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −12,006−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −11,081−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −9,474−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −664−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Keeley-Teton Advisors, LLC | – | – | – | – | Not filed |