Who owns Ponce Financial Group (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-Q2 13F filings (latest filed 2026-09-22). 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
21 tracked funds added or opened PDLB while 10 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp 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 2026-Q1 and 2026-Q2, across 84 tracked filers holding PDLB, 43 increased or opened the position and 39 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 2026-Q1 and 2026-Q2 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 1
- Sanctuary Advisors, LLC$774K
Full exits 5
- M3F, Inc.$33M
- T. Rowe Price Investment Management, Inc.$32M
- RAYMOND JAMES FINANCIAL INC$2M
- Qube Research & Technologies Ltd$917K
- GAMCO INVESTORS, INC. ET AL$647K
Largest adds
- BlackRock, Inc.$8M
- AMERICAN CENTURY COMPANIES INC$4M
- DIMENSIONAL FUND ADVISORS LP$3M
- VANGUARD CAPITAL MANAGEMENT LLC$3M
- GEODE CAPITAL MANAGEMENT, LLC$2M
- STATE STREET CORP$2M
Largest trims
- Empirical Finance, LLC$2M
- Trexquant Investment LP$557K
- XTX Topco Ltd$459K
- SEI INVESTMENTS CO$311K
- CITADEL ADVISORS LLC$286K
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 |
|---|---|---|---|---|
| BlackRock, Inc. added | 1,735,395 | $35M | 13.9% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 954,536 | $19M | 7.7% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 877,782 | $18M | 7.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 508,102 | $10M | 4.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 496,282 | $10M | 4.0% | 2026-Q2 |
| STATE STREET CORP added | 380,812 | $8M | 3.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 358,482 | $6M | 2.4% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 234,908 | $5M | 1.9% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 231,135 | $5M | 1.9% | 2026-Q2 |
| MANGROVE PARTNERS IM, LLC | 191,343 | $4M | 1.5% | 2026-Q2 |
| First Pacific Advisors, LP | 181,562 | $4M | 1.5% | 2026-Q2 |
| NORTHERN TRUST CORP added | 162,592 | $3M | 1.3% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 151,268 | $3M | 1.2% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 139,750 | $3M | 1.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 135,780 | $3M | 1.1% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 130,000 | $3M | 1.0% | 2026-Q2 |
| Empirical Finance, LLC trimmed | 114,179 | $2M | 0.9% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 89,948 | $2M | 0.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 63,167 | $1M | 0.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 60,801 | $1M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 57,539 | $1M | 0.5% | 2026-Q2 |
| Bank of New York Mellon Corp added | 54,884 | $1M | 0.4% | 2026-Q2 |
| WITTENBERG INVESTMENT MANAGEMENT, INC. trimmed | 45,806 | $913K | 0.4% | 2026-Q2 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. added | 40,535 | $808K | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC new | 38,801 | $774K | 0.3% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 37,151 | $741K | 0.3% | 2026-Q2 |
| ZACKS INVESTMENT MANAGEMENT trimmed | 36,424 | $726K | 0.3% | 2026-Q2 |
| Informed Momentum Co LLC trimmed | 35,185 | $702K | 0.3% | 2026-Q2 |
| Nuveen, LLC added | 33,036 | $659K | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 26,703 | $532K | 0.2% | 2026-Q2 |
| Creative Planning added | 26,433 | $527K | 0.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 26,116 | $521K | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 25,244 | $503K | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 23,099 | $461K | 0.2% | 2026-Q2 |
| STILWELL VALUE LLC | 20,000 | $399K | 0.2% | 2026-Q2 |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 19,930 | $397K | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 19,747 | $394K | 0.2% | 2026-Q2 |
| Trexquant Investment LP trimmed | 18,614 | $371K | 0.1% | 2026-Q2 |
| UBS Group AG trimmed | 17,551 | $350K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 16,984 | $339K | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 15,505 | $309K | 0.1% | 2026-Q2 |
| Invesco Ltd. added | 12,461 | $248K | 0.1% | 2026-Q2 |
| Operose Advisors LLC | 12,000 | $239K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC | 11,446 | $228K | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC | 11,360 | $227K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 10,791 | $216K | 0.1% | 2026-Q2 |
| XTX Topco Ltd trimmed | 10,233 | $204K | 0.1% | 2026-Q2 |
| Pekin Hardy Strauss, Inc. | 10,000 | $199K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 9,787 | $195K | 0.1% | 2026-Q2 |
| Daytona Street Capital LLC trimmed | 9,666 | $192K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 9,317 | $186K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 7,269 | $145K | 0.1% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 6,285 | $125K | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 4,764 | $95K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 3,311 | $66K | 0.0% | 2026-Q2 |
| BARCLAYS PLC trimmed | 3,114 | $62K | 0.0% | 2026-Q2 |
| FMR LLC added | 2,901 | $58K | 0.0% | 2026-Q2 |
| MassMutual Private Wealth & Trust, FSB | 2,127 | $42K | 0.0% | 2026-Q2 |
| Legal & General Group Plc added | 2,080 | $41K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 1,924 | $38K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,782 | $35K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. | 1,689 | $34K | 0.0% | 2026-Q2 |
| American Capital Advisory, LLC trimmed | 1,400 | $28K | 0.0% | 2026-Q2 |
| Sterling Capital Management LLC trimmed | 408 | $8K | 0.0% | 2026-Q2 |
| Quarry LP new | 292 | $6K | 0.0% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 276 | $6K | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 246 | $5K | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. new | 143 | $3K | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 132 | $3K | 0.0% | 2026-Q2 |
| Arax Advisory Partners trimmed | 130 | $3K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 125 | $2K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 64 | $1K | 0.0% | 2026-Q2 |
| SIGNATUREFD, LLC | 54 | $1K | 0.0% | 2026-Q2 |
| Optiver Holding B.V. trimmed | 46 | $917 | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC added | 45 | $897 | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 28 | $558 | 0.0% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 25 | $498 | 0.0% | 2026-Q2 |
| US BANCORP \DE\ | 20 | $399 | 0.0% | 2026-Q2 |
| GAMMA Investing LLC | 20 | $399 | 0.0% | 2026-Q2 |
| Essential Partners LLC trimmed | 12 | $239 | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 4 | $80 | 0.0% | 2026-Q2 |
| True Wealth Design, LLC trimmed | 3 | $60 | 0.0% | 2026-Q2 |
| SJS Investment Consulting Inc. new | 1 | $20 | 0.0% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. | 1 | $20 | 0.0% | 2026-Q2 |
| M3F, Inc. added | 2,003,960 | $33M | 13.5% | 2026-Q1 stale (1 quarter behind) |
| T. Rowe Price Investment Management, Inc. added | 1,905,147 | $32M | 12.8% | 2026-Q1 stale (1 quarter behind) |
| RAYMOND JAMES FINANCIAL INC added | 120,078 | $2M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Qube Research & Technologies Ltd added | 54,849 | $917K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| GAMCO INVESTORS, INC. ET AL | 38,718 | $647K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 26,126 | $437K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| PANAGORA ASSET MANAGEMENT INC trimmed | 25,232 | $422K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| MILLENNIUM MANAGEMENT LLC trimmed | 15,456 | $258K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD GROUP INC added | 1,114,006 | $18M | 7.3% | 2025-Q4 stale (2 quarters behind) |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 57,753 | $815K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Squarepoint Ops LLC new | 36,786 | $601K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Brandywine Global Investment Management, LLC | 11,360 | $186K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| FIRST TRUST ADVISORS LP trimmed | 13,241 | $195K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| HRT FINANCIAL LP new | 10,470 | $153K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 24,825 | $344K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Cornerstone Investment Partners, LLC new | 10,586 | $147K | 0.1% | 2025-Q2 stale (4 quarters behind) |
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.