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 2026
Institutional positions in Ponce Financial Group, Inc. as of Mar 31, 2026. 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
- 91
- +12 vs. Q4 2025
- Shares held
- 11.8M
- +1.51M (+14.7%) vs. Q4 2025
- Total value
- $196.7M
- +$29.0M (+17.3%) vs. Q4 2025
- New holders
- 18
- 33 more added
- Sold out
- 6
- 23 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Ponce Financial Group, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 1 | $0 | 0.00% | −528−99.8% | Reduced |
| Keating Financial Advisory Services, Inc. | 1 | $17 | 0.00% | +1 | New |
| Farther Finance Advisors, LLC | 3 | $51 | 0.00% | +3 | New |
| Root Financial Partners, LLC | 7 | $117 | 0.00% | +7 | New |
| True Wealth Design, LLC | 10 | $168 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 15 | $251 | 0.00% | +7+87.5% | Added |
| US Bancorp | 20 | $334 | 0.00% | +20 | New |
| GAMMA Investing LLC | 20 | $334 | 0.00% | +20 | New |
| Allworth Financial LP | 33 | $552 | 0.00% | +33 | New |
| Essential Partners LLC | 40 | $668 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 40 | $668 | 0.00% | +17+73.9% | Added |
| Signaturefd, LLC | 54 | $902 | 0.00% | +54 | New |
| The PNC Financial Services Group, Inc. | 57 | $952 | 0.00% | −5−8.1% | Reduced |
| Covestor Ltd | 35 | $1.00K | 0.00% | −112−76.2% | Reduced |
| Optiver Holding B.V. | 198 | $3.31K | 0.00% | +40+25.3% | Added |
| UBS Asset Management Americas Inc | 246 | $4.11K | 0.00% | +76+44.7% | Added |
| Advisor Group Holdings, Inc. | 430 | $7.18K | 0.00% | +145+50.9% | Added |
| Sterling Capital Management LLC | 651 | $10.9K | 0.00% | −483−42.6% | Reduced |
| FMR LLC | 952 | $15.9K | 0.00% | +43+4.7% | Added |
| IFP Advisors, Inc | 974 | $16.3K | 0.00% | +962+8,016.7% | Added |
| California State Teachers Retirement System | 1,064 | $17.8K | 0.00% | −147−12.1% | Reduced |
| CWM, LLC | 1,066 | $17.8K | 0.00% | +75+7.6% | Added |
| Tower Research Capital LLC (TRC) | 1,167 | $19.5K | 0.00% | +569+95.2% | Added |
| Ameritas Investment Partners, Inc. | 1,689 | $28.2K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,824 | $30.5K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,864 | $31.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,895 | $31.7K | 0.00% | +1,895 | New |
| MAI Capital Management | 2,003 | $33.5K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,127 | $35.5K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 2,355 | $39.4K | 0.00% | −45−1.9% | Reduced |
| American Capital Advisory, LLC | 2,800 | $46.8K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 2,912 | $48.7K | 0.00% | −544−15.7% | Reduced |
| BNP Paribas Arbitrage, SA | 4,197 | $70.1K | 0.00% | −253−5.7% | Reduced |
| Barclays PLC | 4,448 | $74.3K | 0.00% | −26,225−85.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 6,285 | $105.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 6,432 | $107.5K | 0.00% | −12,104−65.3% | Reduced |
| Vanguard Global Advisers, LLC | 7,269 | $121.5K | 0.00% | +7,269 | New |
| Wells Fargo & Company | 7,432 | $124.2K | 0.00% | −36,924−83.2% | Reduced |
| JPMorgan Chase & Co | 8,031 | $133.3K | 0.00% | −6,609−45.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 9,497 | $158.7K | 0.00% | +404+4.4% | Added |
| Pekin Hardy Strauss, Inc. | 10,000 | $167.1K | 0.02% | +10,000 | New |
| Invesco Ltd. | 10,582 | $176.8K | 0.00% | −1,838−14.8% | Reduced |
| Franklin Resources Inc | 11,360 | $189.8K | 0.00% | +11,360 | New |
| MetLife Investment Management | 11,446 | $191.3K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 12,000 | $200.5K | 0.05% | 00.0% | Unchanged |
| Daytona Street Capital LLC | 12,000 | $201.8K | 0.16% | +12,000 | New |
| Millennium Management LLC | 15,456 | $258.3K | 0.00% | −28,077−64.5% | Reduced |
| AQR Capital Management LLC | 17,583 | $293.8K | 0.00% | +3,838+27.9% | Added |
| State of Wisconsin Investment Board | 18,682 | $312.2K | 0.00% | +18,682 | New |
| UBS Group AG | 19,401 | $324.2K | 0.00% | +3,108+19.1% | Added |
| Stilwell Value LLC | 20,000 | $334.2K | 0.20% | 00.0% | Unchanged |
| Creative Planning | 24,161 | $403.7K | 0.00% | +7,329+43.5% | Added |
| Panagora Asset Management Inc | 25,232 | $421.6K | 0.00% | −11,487−31.3% | Reduced |
| Jane Street Group, LLC | 26,126 | $436.6K | 0.00% | +10,317+65.3% | Added |
| Rhumbline Advisers | 27,135 | $453.4K | 0.00% | −96−0.4% | Reduced |
| Nuveen, LLC | 29,355 | $490.5K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 33,762 | $564.2K | 0.00% | −17,966−34.7% | Reduced |
| EAM Investors, LLC | 36,635 | $612.2K | 0.07% | −34,882−48.8% | Reduced |
| Zacks Investment Management | 38,266 | $639.4K | 0.01% | −2,150−5.3% | Reduced |
| Gamco Investors, Inc. Et Al | 38,718 | $647.0K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 39,650 | $662.6K | 0.01% | +39,650 | New |
| Beese Fulmer Investment Management, Inc. | 40,533 | $677.3K | 0.04% | −20.0% | Reduced |
| American Century Companies Inc | 42,894 | $716.8K | 0.00% | +22,127+106.5% | Added |
| Algert Global LLC | 48,918 | $817.4K | 0.01% | +48,918 | New |
| SEI Investments Co | 50,457 | $843.1K | 0.00% | +1,067+2.2% | Added |
| Bank of New York Mellon Corp | 53,447 | $893.1K | 0.00% | −1,833−3.3% | Reduced |
| Charles Schwab Investment Management Inc | 54,572 | $911.9K | 0.00% | −5,981−9.9% | Reduced |
| Qube Research & Technologies Ltd | 54,849 | $916.5K | 0.00% | +38,355+232.5% | Added |
| Trexquant Investment LP | 55,542 | $928.1K | 0.01% | +15,786+39.7% | Added |
| Goldman Sachs Group Inc | 61,178 | $1.02M | 0.00% | +10,005+19.6% | Added |
| Wittenberg Investment Management, Inc. | 64,217 | $1.07M | 0.40% | 00.0% | Unchanged |
| Citadel Advisors LLC | 85,790 | $1.43M | 0.00% | +30,356+54.8% | Added |
| Vanguard Portfolio Management LLC | 112,605 | $1.88M | 0.00% | +112,605 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 118,756 | $1.98M | 0.00% | +11,487+10.7% | Added |
| Raymond James Financial Inc | 120,078 | $2.01M | 0.00% | +3,129+2.7% | Added |
| Vanguard Fiduciary Trust Co | 138,099 | $2.31M | 0.00% | +138,099 | New |
| Northern Trust Corp | 147,381 | $2.46M | 0.00% | +7,637+5.5% | Added |
| Marshall Wace, LLP | 174,392 | $2.91M | 0.00% | +53,945+44.8% | Added |
| First Pacific Advisors, LP | 181,562 | $3.03M | 0.04% | 00.0% | Unchanged |
| Mangrove Partners | 191,343 | $3.20M | 0.26% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 242,135 | $4.05M | 0.01% | +21,888+9.9% | Added |
| Empirical Finance, LLC | 247,389 | $4.13M | 0.19% | +40,176+19.4% | Added |
| Alliancebernstein L.P. | 289,032 | $4.73M | 0.00% | +81,733+39.4% | Added |
| State Street Corp | 338,919 | $5.66M | 0.00% | +3,459+1.0% | Added |
| Geode Capital Management, LLC | 463,315 | $7.74M | 0.00% | +2,072+0.4% | Added |
| Bank of America Corp | 504,558 | $8.43M | 0.00% | +1,658+0.3% | Added |
| Vanguard Capital Management LLC | 870,366 | $14.5M | 0.00% | +870,366 | New |
| Dimensional Fund Advisors LP | 939,100 | $15.7M | 0.00% | +25,634+2.8% | Added |
| BlackRock, Inc. | 1,621,751 | $27.1M | 0.00% | −10,096−0.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,905,147 | $31.8M | 0.02% | +8,374+0.4% | Added |
| M3F, Inc. | 2,003,960 | $33.5M | 8.30% | +147,979+8.0% | Added |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −57,753−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −36,786−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −12,053−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −6,894−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −618−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Brandywine Global Investment Management, LLC | – | – | – | – | Not filed |