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 2026
Institutional positions in Ponce Financial Group, Inc. as of Jun 30, 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
- 86
- −4 vs. Q1 2026
- Shares held
- 11.6M
- −186.2K (−1.6%) vs. Q1 2026
- Total value
- $230.0M
- +$33.3M (+16.9%) vs. Q1 2026
- New holders
- 6
- 39 more added
- Sold out
- 10
- 25 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 | $197.9M |
| Q3 2025 | 77 | $168.4M |
| Q2 2025 | 76 | $157.4M |
| Q1 2025 | 73 | $142.4M |
| Q4 2024 | 68 | $149.6M |
| Q3 2024 | 62 | $132.5M |
| Q2 2024 | 55 | $99.9M |
| Q1 2024 | 51 | $97.4M |
| Q4 2023 | 53 | $108.9M |
| 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 2026
Shares, value and share of portfolio for each institution holding Ponce Financial Group, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Keating Financial Advisory Services, Inc. | 1 | $20 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $20 | 0.00% | +1 | New |
| True Wealth Design, LLC | 3 | $60 | 0.00% | −7−70.0% | Reduced |
| Farther Finance Advisors, LLC | 4 | $80 | 0.00% | +1+33.3% | Added |
| Essential Partners LLC | 12 | $239 | 0.00% | −28−70.0% | Reduced |
| US Bancorp | 20 | $399 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 20 | $399 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 25 | $498 | 0.00% | −949−97.4% | Reduced |
| EverSource Wealth Advisors, LLC | 28 | $558 | 0.00% | +13+86.7% | Added |
| Rothschild Investment LLC | 45 | $897 | 0.00% | +5+12.5% | Added |
| Optiver Holding B.V. | 46 | $917 | 0.00% | −152−76.8% | Reduced |
| Covestor Ltd | 57 | $1.00K | 0.00% | +22+62.9% | Added |
| Signaturefd, LLC | 54 | $1.08K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 64 | $1.28K | 0.00% | +7+12.3% | Added |
| SRS Capital Advisors, Inc. | 130 | $2.59K | 0.00% | +130 | New |
| Allworth Financial LP | 132 | $2.63K | 0.00% | +99+300.0% | Added |
| SBI Securities Co., Ltd. | 143 | $2.85K | 0.00% | +143 | New |
| UBS Asset Management Americas Inc | 246 | $4.91K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 276 | $5.50K | 0.00% | −788−74.1% | Reduced |
| Quarry LP | 292 | $5.82K | 0.00% | +292 | New |
| Sterling Capital Management LLC | 408 | $8.14K | 0.00% | −243−37.3% | Reduced |
| American Capital Advisory, LLC | 1,400 | $27.9K | 0.01% | −1,400−50.0% | Reduced |
| Ameritas Investment Partners, Inc. | 1,689 | $33.7K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,782 | $35.0K | 0.00% | +1,781+178,100.0% | Added |
| Tower Research Capital LLC (TRC) | 1,924 | $38.4K | 0.00% | +757+64.9% | Added |
| Legal & General Group Plc | 2,080 | $41.5K | 0.00% | +256+14.0% | Added |
| Massmutual Trust Co FSB | 2,127 | $42.4K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,901 | $57.9K | 0.00% | +1,949+204.7% | Added |
| Barclays PLC | 3,114 | $62.1K | 0.00% | −1,334−30.0% | Reduced |
| BNP Paribas Arbitrage, SA | 3,311 | $66.0K | 0.00% | −886−21.1% | Reduced |
| New York State Common Retirement Fund | 4,764 | $95.0K | 0.00% | +2,900+155.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 6,285 | $125.3K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 7,269 | $144.9K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 9,317 | $185.8K | 0.00% | −180−1.9% | Reduced |
| Daytona Street Capital LLC | 9,666 | $191.7K | 0.14% | −2,334−19.5% | Reduced |
| Citigroup Inc | 9,787 | $195.2K | 0.00% | +6,875+236.1% | Added |
| Pekin Hardy Strauss, Inc. | 10,000 | $199.4K | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 10,233 | $204.0K | 0.00% | −29,417−74.2% | Reduced |
| JPMorgan Chase & Co | 10,791 | $215.6K | 0.00% | +2,760+34.4% | Added |
| Franklin Resources Inc | 11,360 | $226.5K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 11,446 | $228.2K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 12,000 | $239.3K | 0.05% | 00.0% | Unchanged |
| Invesco Ltd. | 12,461 | $248.5K | 0.00% | +1,879+17.8% | Added |
| Russell Investments Group, Ltd. | 15,505 | $309.2K | 0.00% | +13,150+558.4% | Added |
| Wells Fargo & Company | 16,984 | $338.7K | 0.00% | +9,552+128.5% | Added |
| UBS Group AG | 17,551 | $350.0K | 0.00% | −1,850−9.5% | Reduced |
| Trexquant Investment LP | 18,614 | $371.2K | 0.00% | −36,928−66.5% | Reduced |
| Deutsche Bank AG | 19,747 | $393.8K | 0.00% | +13,315+207.0% | Added |
| Occudo Quantitative Strategies LP | 19,930 | $397.4K | 0.02% | +19,930 | New |
| Stilwell Value LLC | 20,000 | $398.8K | 0.23% | 00.0% | Unchanged |
| AQR Capital Management LLC | 23,099 | $460.6K | 0.00% | +5,516+31.4% | Added |
| Rhumbline Advisers | 25,244 | $503.4K | 0.00% | −1,891−7.0% | Reduced |
| Morgan Stanley | 26,116 | $520.8K | 0.00% | −7,646−22.6% | Reduced |
| Creative Planning | 26,433 | $527.1K | 0.00% | +2,272+9.4% | Added |
| SEI Investments Co | 26,703 | $532.5K | 0.00% | −23,754−47.1% | Reduced |
| Nuveen, LLC | 33,036 | $658.7K | 0.00% | +3,681+12.5% | Added |
| EAM Investors, LLC | 35,185 | $701.6K | 0.06% | −1,450−4.0% | Reduced |
| Zacks Investment Management | 36,424 | $726.3K | 0.01% | −1,842−4.8% | Reduced |
| State of Wisconsin Investment Board | 37,151 | $740.8K | 0.00% | +18,469+98.9% | Added |
| Sanctuary Advisors, LLC | 38,801 | $773.7K | 0.00% | +38,801 | New |
| Beese Fulmer Investment Management, Inc. | 40,535 | $808.3K | 0.05% | +20.0% | Added |
| Wittenberg Investment Management, Inc. | 45,806 | $913.4K | 0.31% | −18,411−28.7% | Reduced |
| Bank of New York Mellon Corp | 54,884 | $1.09M | 0.00% | +1,437+2.7% | Added |
| Citadel Advisors LLC | 57,539 | $1.15M | 0.00% | −28,251−32.9% | Reduced |
| Charles Schwab Investment Management Inc | 60,801 | $1.21M | 0.00% | +6,229+11.4% | Added |
| Goldman Sachs Group Inc | 63,167 | $1.26M | 0.00% | +1,989+3.3% | Added |
| Algert Global LLC | 89,948 | $1.79M | 0.02% | +41,030+83.9% | Added |
| Empirical Finance, LLC | 114,179 | $2.28M | 0.09% | −133,210−53.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 130,000 | $2.59M | 0.00% | +11,244+9.5% | Added |
| Vanguard Portfolio Management LLC | 135,780 | $2.71M | 0.00% | +23,175+20.6% | Added |
| Vanguard Fiduciary Trust Co | 139,750 | $2.79M | 0.00% | +1,651+1.2% | Added |
| Marshall Wace, LLP | 151,268 | $3.02M | 0.00% | −23,124−13.3% | Reduced |
| Northern Trust Corp | 162,592 | $3.24M | 0.00% | +15,211+10.3% | Added |
| First Pacific Advisors, LP | 181,562 | $3.62M | 0.04% | 00.0% | Unchanged |
| Mangrove Partners | 191,343 | $3.82M | 0.25% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 231,135 | $4.61M | 0.01% | −11,000−4.5% | Reduced |
| American Century Companies Inc | 234,908 | $4.68M | 0.00% | +192,014+447.6% | Added |
| Alliancebernstein L.P. | 358,482 | $5.99M | 0.00% | +69,450+24.0% | Added |
| State Street Corp | 380,812 | $7.59M | 0.00% | +41,893+12.4% | Added |
| Geode Capital Management, LLC | 496,282 | $9.90M | 0.00% | +32,967+7.1% | Added |
| Bank of America Corp | 508,102 | $10.1M | 0.00% | +3,544+0.7% | Added |
| Vanguard Capital Management LLC | 877,782 | $17.5M | 0.00% | +7,416+0.9% | Added |
| Dimensional Fund Advisors LP | 954,536 | $19.0M | 0.00% | +15,436+1.6% | Added |
| M3F, Inc. | 1,698,960 | $33.9M | 8.02% | −305,000−15.2% | Reduced |
| BlackRock, Inc. | 1,735,395 | $34.6M | 0.00% | +113,644+7.0% | Added |
| T. Rowe Price Investment Management, Inc. | 1,912,897 | $38.1M | 0.03% | +7,750+0.4% | Added |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −120,078−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −54,849−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −38,718−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −26,126−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −25,232−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −15,456−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −2,003−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −1,895−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −430−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |