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 2025
Institutional positions in Ponce Financial Group, Inc. as of Sep 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
- 77
- +1 vs. Q2 2025
- Shares held
- 11.4M
- +72.3K (+0.6%) vs. Q2 2025
- Total value
- $168.1M
- +$10.8M (+6.9%) vs. Q2 2025
- New holders
- 4
- 30 more added
- Sold out
- 3
- 21 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Ponce Financial Group, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 1 | $15 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 6 | $88 | 0.00% | +6 | New |
| IFP Advisors, Inc | 9 | $132 | 0.00% | +9 | Added |
| True Wealth Design, LLC | 9 | $133 | 0.00% | +3+50.0% | Added |
| Rothschild Investment LLC | 20 | $294 | 0.00% | −15−42.9% | Reduced |
| C M Bidwell & Associates Ltd | 42 | $617 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 73 | $1.07K | 0.00% | +34+87.2% | Added |
| Essential Partners LLC | 95 | $1.40K | 0.00% | +91+2,275.0% | Added |
| Federated Hermes, Inc. | 130 | $1.91K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 179 | $2.63K | 0.00% | +179 | New |
| Covestor Ltd | 184 | $3.00K | 0.00% | −8−4.2% | Reduced |
| Optiver Holding B.V. | 338 | $4.97K | 0.00% | +338 | New |
| Royal Bank of Canada | 311 | $5.00K | 0.00% | −11,183−97.3% | Reduced |
| Amalgamated Bank | 690 | $10.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 741 | $11.0K | 0.00% | +367+98.1% | Added |
| Tower Research Capital LLC (TRC) | 983 | $14.4K | 0.00% | −2,527−72.0% | Reduced |
| FMR LLC | 1,029 | $15.1K | 0.00% | +3+0.3% | Added |
| Sterling Capital Management LLC | 1,357 | $19.9K | 0.00% | +839+162.0% | Added |
| California State Teachers Retirement System | 1,402 | $20.6K | 0.00% | +1+0.1% | Added |
| Ameritas Investment Partners, Inc. | 1,689 | $24.8K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,824 | $26.8K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,864 | $27.4K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,994 | $29.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,127 | $31.3K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 2,698 | $39.7K | 0.00% | +1,980+275.8% | Added |
| American Capital Advisory, LLC | 2,800 | $41.2K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 3,397 | $49.9K | 0.00% | −4,765−58.4% | Reduced |
| BNP Paribas Arbitrage, SA | 3,928 | $57.7K | 0.00% | +2,007+104.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 6,285 | $92.4K | 0.00% | +2,397+61.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 8,937 | $131.4K | 0.00% | −2,071−18.8% | Reduced |
| HRT Financial LP | 10,470 | $153.0K | 0.00% | +10,470 | New |
| Brandywine Global Investment Management, LLC | 11,360 | $167.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 11,446 | $168.3K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 12,000 | $176.4K | 0.04% | 00.0% | Unchanged |
| Invesco Ltd. | 12,974 | $190.7K | 0.00% | +775+6.4% | Added |
| Franklin Resources Inc | 13,051 | $191.8K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 13,241 | $194.6K | 0.00% | −2,094−13.7% | Reduced |
| Creative Planning | 13,841 | $203.5K | 0.00% | +402+3.0% | Added |
| UBS Group AG | 14,691 | $216.0K | 0.00% | −3,540−19.4% | Reduced |
| Wells Fargo & Company | 15,081 | $221.7K | 0.00% | +2,459+19.5% | Added |
| American Century Companies Inc | 18,216 | $267.8K | 0.00% | −162−0.9% | Reduced |
| Deutsche Bank AG | 18,536 | $272.5K | 0.00% | 00.0% | Unchanged |
| Stilwell Value LLC | 20,000 | $294.0K | 0.14% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 20,981 | $308.4K | 0.00% | +7,516+55.8% | Added |
| Citadel Advisors LLC | 22,946 | $337.3K | 0.00% | −7,215−23.9% | Reduced |
| Goldman Sachs Group Inc | 24,185 | $355.5K | 0.00% | +3,142+14.9% | Added |
| Jane Street Group, LLC | 26,697 | $392.4K | 0.00% | +9,620+56.3% | Added |
| Barclays PLC | 27,767 | $408.2K | 0.00% | −5,094−15.5% | Reduced |
| Trexquant Investment LP | 27,943 | $410.8K | 0.00% | +9,725+53.4% | Added |
| Panagora Asset Management Inc | 29,099 | $427.8K | 0.00% | +17,856+158.8% | Added |
| Nuveen, LLC | 29,355 | $431.5K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 30,357 | $446.2K | 0.00% | +4,009+15.2% | Added |
| Gamco Investors, Inc. Et Al | 38,718 | $569.2K | 0.01% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 41,372 | $608.2K | 0.04% | −3,553−7.9% | Reduced |
| Morgan Stanley | 50,417 | $741.1K | 0.00% | −9,661−16.1% | Reduced |
| Millennium Management LLC | 53,069 | $780.1K | 0.00% | +1,650+3.2% | Added |
| Los Angeles Capital Management LLC | 57,219 | $841.1K | 0.00% | −2,255−3.8% | Reduced |
| Bank of New York Mellon Corp | 57,518 | $845.5K | 0.00% | +4,965+9.4% | Added |
| Charles Schwab Investment Management Inc | 60,063 | $882.9K | 0.00% | −2,370−3.8% | Reduced |
| Wittenberg Investment Management, Inc. | 64,217 | $944.0K | 0.37% | 00.0% | Unchanged |
| Marshall Wace, LLP | 69,908 | $1.03M | 0.00% | +45,963+192.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 101,275 | $1.49M | 0.00% | +27,160+36.6% | Added |
| Raymond James Financial Inc | 116,949 | $1.72M | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 151,345 | $2.22M | 0.00% | −5,771−3.7% | Reduced |
| Mangrove Partners | 179,698 | $2.64M | 0.22% | +16,336+10.0% | Added |
| Renaissance Technologies LLC | 180,835 | $2.66M | 0.00% | +35,300+24.3% | Added |
| First Pacific Advisors, LP | 181,562 | $2.67M | 0.04% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 185,799 | $2.73M | 0.00% | +51,500+38.3% | Added |
| Empirical Finance, LLC | 234,649 | $3.45M | 0.16% | 00.0% | Unchanged |
| State Street Corp | 335,257 | $4.93M | 0.00% | −5,244−1.5% | Reduced |
| Geode Capital Management, LLC | 463,526 | $6.82M | 0.00% | −16,731−3.5% | Reduced |
| Bank of America Corp | 496,105 | $7.29M | 0.00% | +1880.0% | Added |
| Dimensional Fund Advisors LP | 904,075 | $13.3M | 0.00% | +5,143+0.6% | Added |
| Vanguard Group Inc | 1,113,564 | $16.4M | 0.00% | +10,221+0.9% | Added |
| BlackRock, Inc. | 1,625,154 | $23.9M | 0.00% | −7,185−0.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,948,059 | $28.6M | 0.02% | −3,335−0.2% | Reduced |
| M3F, Inc. | 2,255,981 | $33.2M | 9.40% | −59,727−2.6% | Reduced |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −24,825−100.0% | Sold out |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −10,586−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −10,405−100.0% | Sold out |