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 2025
Institutional positions in Ponce Financial Group, Inc. as of Dec 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
- 81
- +4 vs. Q3 2025
- Shares held
- 11.4M
- −42.5K (−0.4%) vs. Q3 2025
- Total value
- $186.2M
- +$18.0M (+10.7%) vs. Q3 2025
- New holders
- 10
- 32 more added
- Sold out
- 6
- 22 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Ponce Financial Group, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 8 | $131 | 0.00% | +2+33.3% | Added |
| True Wealth Design, LLC | 10 | $164 | 0.00% | +1+11.1% | Added |
| IFP Advisors, Inc | 12 | $196 | 0.00% | +3+33.3% | Added |
| Rothschild Investment LLC | 23 | $376 | 0.00% | +3+15.0% | Added |
| Essential Partners LLC | 40 | $654 | 0.00% | −55−57.9% | Reduced |
| The PNC Financial Services Group, Inc. | 62 | $1.01K | 0.00% | −11−15.1% | Reduced |
| Covestor Ltd | 147 | $2.00K | 0.00% | −37−20.1% | Reduced |
| Federated Hermes, Inc. | 130 | $2.13K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 158 | $2.58K | 0.00% | −180−53.3% | Reduced |
| UBS Asset Management Americas Inc | 170 | $2.78K | 0.00% | +170 | New |
| Advisor Group Holdings, Inc. | 285 | $4.66K | 0.00% | +285 | New |
| Royal Bank of Canada | 529 | $9.00K | 0.00% | +218+70.1% | Added |
| Tower Research Capital LLC (TRC) | 598 | $9.78K | 0.00% | −385−39.2% | Reduced |
| Amalgamated Bank | 618 | $10.0K | 0.00% | −72−10.4% | Reduced |
| FMR LLC | 909 | $14.9K | 0.00% | −120−11.7% | Reduced |
| CWM, LLC | 991 | $16.0K | 0.00% | +250+33.7% | Added |
| Sterling Capital Management LLC | 1,134 | $18.5K | 0.00% | −223−16.4% | Reduced |
| California State Teachers Retirement System | 1,211 | $19.8K | 0.00% | −191−13.6% | Reduced |
| Ameritas Investment Partners, Inc. | 1,689 | $27.6K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,824 | $29.8K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,864 | $30.5K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 2,003 | $32.8K | 0.00% | +9+0.5% | Added |
| Massmutual Trust Co FSB | 2,127 | $34.8K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 2,400 | $39.2K | 0.00% | −298−11.0% | Reduced |
| American Capital Advisory, LLC | 2,800 | $45.8K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 3,456 | $56.5K | 0.00% | +59+1.7% | Added |
| BNP Paribas Arbitrage, SA | 4,450 | $72.8K | 0.00% | +522+13.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 6,285 | $102.8K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,894 | $113.0K | 0.00% | +6,894 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 9,093 | $148.7K | 0.00% | +156+1.7% | Added |
| Brandywine Global Investment Management, LLC | 11,360 | $185.7K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 11,446 | $187.1K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 12,000 | $196.2K | 0.05% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 12,053 | $197.1K | 0.01% | +12,053 | New |
| Invesco Ltd. | 12,420 | $203.1K | 0.00% | −554−4.3% | Reduced |
| AQR Capital Management LLC | 13,745 | $224.7K | 0.00% | +13,745 | New |
| JPMorgan Chase & Co | 14,640 | $239.4K | 0.00% | −6,341−30.2% | Reduced |
| Jane Street Group, LLC | 15,809 | $258.5K | 0.00% | −10,888−40.8% | Reduced |
| UBS Group AG | 16,293 | $266.4K | 0.00% | +1,602+10.9% | Added |
| Qube Research & Technologies Ltd | 16,494 | $269.7K | 0.00% | +16,494 | New |
| Creative Planning | 16,832 | $275.2K | 0.00% | +2,991+21.6% | Added |
| Deutsche Bank AG | 18,536 | $303.1K | 0.00% | 00.0% | Unchanged |
| Stilwell Value LLC | 20,000 | $327.0K | 0.18% | 00.0% | Unchanged |
| American Century Companies Inc | 20,767 | $339.5K | 0.00% | +2,551+14.0% | Added |
| Rhumbline Advisers | 27,231 | $445.2K | 0.00% | −3,126−10.3% | Reduced |
| Nuveen, LLC | 29,355 | $480.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 30,673 | $501.5K | 0.00% | +2,906+10.5% | Added |
| Panagora Asset Management Inc | 36,719 | $600.4K | 0.00% | +7,620+26.2% | Added |
| Squarepoint Ops LLC | 36,786 | $601.5K | 0.00% | +36,786 | New |
| Gamco Investors, Inc. Et Al | 38,718 | $633.0K | 0.01% | 00.0% | Unchanged |
| Trexquant Investment LP | 39,756 | $650.0K | 0.01% | +11,813+42.3% | Added |
| Zacks Investment Management | 40,416 | $660.8K | 0.01% | +40,416 | New |
| Beese Fulmer Investment Management, Inc. | 40,535 | $662.7K | 0.04% | −837−2.0% | Reduced |
| Millennium Management LLC | 43,533 | $711.8K | 0.00% | −9,536−18.0% | Reduced |
| Wells Fargo & Company | 44,356 | $725.2K | 0.00% | +29,275+194.1% | Added |
| SEI Investments Co | 49,390 | $807.5K | 0.00% | +49,390 | New |
| Los Angeles Capital Management LLC | 57,753 | $814.9K | 0.00% | +534+0.9% | Added |
| Goldman Sachs Group Inc | 51,173 | $836.7K | 0.00% | +26,988+111.6% | Added |
| Morgan Stanley | 51,728 | $845.8K | 0.00% | +1,311+2.6% | Added |
| Bank of New York Mellon Corp | 55,280 | $903.8K | 0.00% | −2,238−3.9% | Reduced |
| Citadel Advisors LLC | 55,434 | $906.3K | 0.00% | +32,488+141.6% | Added |
| Charles Schwab Investment Management Inc | 60,553 | $990.0K | 0.00% | +490+0.8% | Added |
| Wittenberg Investment Management, Inc. | 64,217 | $1.05M | 0.40% | 00.0% | Unchanged |
| EAM Investors, LLC | 71,517 | $1.17M | 0.13% | +71,517 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 107,269 | $1.75M | 0.00% | +5,994+5.9% | Added |
| Raymond James Financial Inc | 116,949 | $1.91M | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 120,447 | $1.97M | 0.00% | +50,539+72.3% | Added |
| Northern Trust Corp | 139,744 | $2.28M | 0.00% | −11,601−7.7% | Reduced |
| First Pacific Advisors, LP | 181,562 | $2.97M | 0.04% | 00.0% | Unchanged |
| Mangrove Partners | 191,343 | $3.13M | 0.25% | +11,645+6.5% | Added |
| Empirical Finance, LLC | 207,213 | $3.39M | 0.16% | −27,436−11.7% | Reduced |
| Alliancebernstein L.P. | 207,299 | $3.39M | 0.00% | +21,500+11.6% | Added |
| Renaissance Technologies LLC | 220,247 | $3.60M | 0.01% | +39,412+21.8% | Added |
| State Street Corp | 335,460 | $5.48M | 0.00% | +203+0.1% | Added |
| Geode Capital Management, LLC | 461,243 | $7.54M | 0.00% | −2,283−0.5% | Reduced |
| Bank of America Corp | 502,900 | $8.22M | 0.00% | +6,795+1.4% | Added |
| Dimensional Fund Advisors LP | 913,466 | $14.9M | 0.00% | +9,391+1.0% | Added |
| Vanguard Group Inc | 1,114,006 | $18.2M | 0.00% | +4420.0% | Added |
| BlackRock, Inc. | 1,631,847 | $26.7M | 0.00% | +6,693+0.4% | Added |
| M3F, Inc. | 1,855,981 | $30.3M | 8.33% | −400,000−17.7% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,896,773 | $31.0M | 0.02% | −51,286−2.6% | Reduced |
| First Trust Advisors LP | 0 | $0 | 0.00% | −13,241−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −13,051−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −10,470−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −179−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −1−100.0% | Sold out |