Who owns Ponce Financial Group, Inc. (PDLB)
Which tracked institutional funds hold PDLB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PDLB company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
17 tracked funds added or opened PDLB while 8 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PDLB’s largest tracked holder by dollar value, M3F, Inc., sizes it at 8.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 8.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PDLB divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 91 tracked filers holding PDLB, 51 increased or opened the position and 31 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PDLB between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 5
- VANGUARD CAPITAL MANAGEMENT LLC$15M
- VANGUARD FIDUCIARY TRUST CO$2M
- VANGUARD PORTFOLIO MANAGEMENT LLC$2M
- ALGERT GLOBAL LLC$817K
- XTX Topco Ltd$663K
Full exits 3
- VANGUARD GROUP INC$18M
- LOS ANGELES CAPITAL MANAGEMENT LLC$815K
- Squarepoint Ops LLC$601K
Largest adds
- T. Rowe Price Investment Management, Inc.$20M
- M3F, Inc.$3M
- ALLIANCEBERNSTEIN L.P.$1M
- MARSHALL WACE, LLP$945K
- DIMENSIONAL FUND ADVISORS LP$757K
- Empirical Finance, LLC$746K
Largest trims
- WELLS FARGO & COMPANY/MN$601K
- Informed Momentum Co LLC$557K
- MILLENNIUM MANAGEMENT LLC$453K
- BARCLAYS PLC$427K
- MORGAN STANLEY$282K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| M3F, Inc. added | 2,003,960 | $33M | 15.2% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 1,905,147 | $32M | 14.5% | 2026-Q1 |
| BlackRock, Inc. trimmed | 1,621,751 | $27M | 12.3% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 939,100 | $16M | 7.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 870,366 | $15M | 6.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 504,558 | $8M | 3.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 463,315 | $8M | 3.5% | 2026-Q1 |
| STATE STREET CORP added | 338,919 | $6M | 2.6% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 289,032 | $5M | 2.1% | 2026-Q1 |
| Empirical Finance, LLC added | 247,389 | $4M | 1.9% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 242,135 | $4M | 1.8% | 2026-Q1 |
| MANGROVE PARTNERS IM, LLC | 191,343 | $3M | 1.5% | 2026-Q1 |
| First Pacific Advisors, LP | 181,562 | $3M | 1.4% | 2026-Q1 |
| MARSHALL WACE, LLP added | 174,392 | $3M | 1.3% | 2026-Q1 |
| NORTHERN TRUST CORP added | 147,381 | $2M | 1.1% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 138,099 | $2M | 1.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 120,078 | $2M | 0.9% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 118,756 | $2M | 0.9% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 112,605 | $2M | 0.9% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 85,790 | $1M | 0.7% | 2026-Q1 |
| WITTENBERG INVESTMENT MANAGEMENT, INC. | 64,217 | $1M | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 61,178 | $1M | 0.5% | 2026-Q1 |
| Trexquant Investment LP added | 55,542 | $928K | 0.4% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 54,849 | $917K | 0.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 54,572 | $912K | 0.4% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 53,447 | $893K | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO added | 50,457 | $843K | 0.4% | 2026-Q1 |
| ALGERT GLOBAL LLC new | 48,918 | $817K | 0.4% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 42,894 | $717K | 0.3% | 2026-Q1 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. trimmed | 40,533 | $677K | 0.3% | 2026-Q1 |
| XTX Topco Ltd new | 39,650 | $663K | 0.3% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL | 38,718 | $647K | 0.3% | 2026-Q1 |
| ZACKS INVESTMENT MANAGEMENT trimmed | 38,266 | $639K | 0.3% | 2026-Q1 |
| Informed Momentum Co LLC trimmed | 36,635 | $612K | 0.3% | 2026-Q1 |
| MORGAN STANLEY trimmed | 33,762 | $564K | 0.3% | 2026-Q1 |
| Nuveen, LLC | 29,355 | $491K | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 27,135 | $453K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 26,126 | $437K | 0.2% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC trimmed | 25,232 | $422K | 0.2% | 2026-Q1 |
| Creative Planning added | 24,161 | $404K | 0.2% | 2026-Q1 |
| STILWELL VALUE LLC | 20,000 | $334K | 0.2% | 2026-Q1 |
| UBS Group AG added | 19,401 | $324K | 0.1% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD new | 18,682 | $312K | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 17,583 | $294K | 0.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 15,456 | $258K | 0.1% | 2026-Q1 |
| Daytona Street Capital LLC new | 12,000 | $202K | 0.1% | 2026-Q1 |
| Operose Advisors LLC | 12,000 | $201K | 0.1% | 2026-Q1 |
| MetLife Investment Management, LLC | 11,446 | $191K | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 11,360 | $190K | 0.1% | 2026-Q1 |
| Invesco Ltd. trimmed | 10,582 | $177K | 0.1% | 2026-Q1 |
| Pekin Hardy Strauss, Inc. new | 10,000 | $167K | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 9,497 | $159K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 8,031 | $133K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 7,432 | $124K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 7,269 | $121K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 6,432 | $107K | 0.0% | 2026-Q1 |
| Police & Firemen's Retirement System of New Jersey | 6,285 | $105K | 0.0% | 2026-Q1 |
| BARCLAYS PLC trimmed | 4,448 | $74K | 0.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 4,197 | $70K | 0.0% | 2026-Q1 |
| CITIGROUP INC trimmed | 2,912 | $49K | 0.0% | 2026-Q1 |
| American Capital Advisory, LLC | 2,800 | $47K | 0.0% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 2,355 | $39K | 0.0% | 2026-Q1 |
| MassMutual Private Wealth & Trust, FSB | 2,127 | $36K | 0.0% | 2026-Q1 |
| MAI Capital Management | 2,003 | $33K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,895 | $32K | 0.0% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 1,864 | $31K | 0.0% | 2026-Q1 |
| Legal & General Group Plc | 1,824 | $30K | 0.0% | 2026-Q1 |
| Ameritas Investment Partners, Inc. | 1,689 | $28K | 0.0% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 1,167 | $20K | 0.0% | 2026-Q1 |
| CWM, LLC added | 1,066 | $18K | 0.0% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 1,064 | $18K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc added | 974 | $16K | 0.0% | 2026-Q1 |
| FMR LLC added | 952 | $16K | 0.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 1,119 | $13K | 0.0% | 2026-Q1 |
| Sterling Capital Management LLC trimmed | 651 | $11K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 430 | $7K | 0.0% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 246 | $4K | 0.0% | 2026-Q1 |
| Optiver Holding B.V. added | 198 | $3K | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC added | 1,114,006 | $18M | 8.3% | 2025-Q4 stale |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 57,753 | $815K | 0.4% | 2025-Q4 stale |
| 683 Capital Management, LLC trimmed | 55,000 | $697K | 0.3% | 2025-Q1 stale |
| Squarepoint Ops LLC added | 36,786 | $601K | 0.3% | 2025-Q4 stale |
| Keeley-Teton Advisors, LLC | 38,718 | $491K | 0.2% | 2025-Q1 stale |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 32,454 | $411K | 0.2% | 2025-Q1 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 24,825 | $344K | 0.2% | 2025-Q2 stale |
| Campbell & CO Investment Adviser LLC added | 17,730 | $225K | 0.1% | 2025-Q1 stale |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 12,053 | $197K | 0.1% | 2025-Q4 stale |
| FIRST TRUST ADVISORS LP trimmed | 13,241 | $195K | 0.1% | 2025-Q3 stale |
| Rangeley Capital, LLC trimmed | 14,781 | $187K | 0.1% | 2025-Q1 stale |
| Brandywine Global Investment Management, LLC | 11,360 | $186K | 0.1% | 2025-Q4 stale |
| HRT FINANCIAL LP trimmed | 10,470 | $153K | 0.1% | 2025-Q3 stale |
| INTECH INVESTMENT MANAGEMENT LLC new | 12,006 | $152K | 0.1% | 2025-Q1 stale |
| Cornerstone Investment Partners, LLC new | 10,586 | $147K | 0.1% | 2025-Q2 stale |
| PDT Partners, LLC added | 11,081 | $140K | 0.1% | 2025-Q1 stale |
| Corebridge Financial, Inc. trimmed | 9,474 | $120K | 0.1% | 2025-Q1 stale |
| SG Americas Securities, LLC trimmed | 6,894 | $113K | 0.1% | 2025-Q4 stale |
| AMALGAMATED BANK trimmed | 618 | $10K | 0.0% | 2025-Q4 stale |
| NewEdge Advisors, LLC trimmed | 664 | $8K | 0.0% | 2025-Q1 stale |
| Arax Advisory Partners new | 179 | $3K | 0.0% | 2025-Q3 stale |
| FEDERATED HERMES, INC. | 130 | $2K | 0.0% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.