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Institutional Ownership · SEC Form 13F

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.

91
Institutional holders
12M
Shares held (tracked funds)
48.8%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
M3F, Inc. added2,003,960$33M15.2%2026-Q1
T. Rowe Price Investment Management, Inc. added1,905,147$32M14.5%2026-Q1
BlackRock, Inc. trimmed1,621,751$27M12.3%2026-Q1
DIMENSIONAL FUND ADVISORS LP added939,100$16M7.1%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new870,366$15M6.6%2026-Q1
BANK OF AMERICA CORP /DE/ added504,558$8M3.8%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added463,315$8M3.5%2026-Q1
STATE STREET CORP added338,919$6M2.6%2026-Q1
ALLIANCEBERNSTEIN L.P. added289,032$5M2.1%2026-Q1
Empirical Finance, LLC added247,389$4M1.9%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added242,135$4M1.8%2026-Q1
MANGROVE PARTNERS IM, LLC191,343$3M1.5%2026-Q1
First Pacific Advisors, LP181,562$3M1.4%2026-Q1
MARSHALL WACE, LLP added174,392$3M1.3%2026-Q1
NORTHERN TRUST CORP added147,381$2M1.1%2026-Q1
VANGUARD FIDUCIARY TRUST CO new138,099$2M1.0%2026-Q1
RAYMOND JAMES FINANCIAL INC added120,078$2M0.9%2026-Q1
Connor, Clark & Lunn Investment Management Ltd. added118,756$2M0.9%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new112,605$2M0.9%2026-Q1
CITADEL ADVISORS LLC added85,790$1M0.7%2026-Q1
WITTENBERG INVESTMENT MANAGEMENT, INC.64,217$1M0.5%2026-Q1
GOLDMAN SACHS GROUP INC added61,178$1M0.5%2026-Q1
Trexquant Investment LP added55,542$928K0.4%2026-Q1
Qube Research & Technologies Ltd added54,849$917K0.4%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed54,572$912K0.4%2026-Q1
Bank of New York Mellon Corp trimmed53,447$893K0.4%2026-Q1
SEI INVESTMENTS CO added50,457$843K0.4%2026-Q1
ALGERT GLOBAL LLC new48,918$817K0.4%2026-Q1
AMERICAN CENTURY COMPANIES INC added42,894$717K0.3%2026-Q1
BEESE FULMER INVESTMENT MANAGEMENT, INC. trimmed40,533$677K0.3%2026-Q1
XTX Topco Ltd new39,650$663K0.3%2026-Q1
GAMCO INVESTORS, INC. ET AL38,718$647K0.3%2026-Q1
ZACKS INVESTMENT MANAGEMENT trimmed38,266$639K0.3%2026-Q1
Informed Momentum Co LLC trimmed36,635$612K0.3%2026-Q1
MORGAN STANLEY trimmed33,762$564K0.3%2026-Q1
Nuveen, LLC29,355$491K0.2%2026-Q1
RHUMBLINE ADVISERS trimmed27,135$453K0.2%2026-Q1
JANE STREET GROUP, LLC added26,126$437K0.2%2026-Q1
PANAGORA ASSET MANAGEMENT INC trimmed25,232$422K0.2%2026-Q1
Creative Planning added24,161$404K0.2%2026-Q1
STILWELL VALUE LLC20,000$334K0.2%2026-Q1
UBS Group AG added19,401$324K0.1%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD new18,682$312K0.1%2026-Q1
AQR CAPITAL MANAGEMENT LLC added17,583$294K0.1%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed15,456$258K0.1%2026-Q1
Daytona Street Capital LLC new12,000$202K0.1%2026-Q1
Operose Advisors LLC12,000$201K0.1%2026-Q1
MetLife Investment Management, LLC11,446$191K0.1%2026-Q1
FRANKLIN RESOURCES INC trimmed11,360$190K0.1%2026-Q1
Invesco Ltd. trimmed10,582$177K0.1%2026-Q1
Pekin Hardy Strauss, Inc. new10,000$167K0.1%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added9,497$159K0.1%2026-Q1
JPMORGAN CHASE & CO trimmed8,031$133K0.1%2026-Q1
WELLS FARGO & COMPANY/MN trimmed7,432$124K0.1%2026-Q1
Vanguard Global Advisers, LLC new7,269$121K0.1%2026-Q1
DEUTSCHE BANK AG\ trimmed6,432$107K0.0%2026-Q1
Police & Firemen's Retirement System of New Jersey6,285$105K0.0%2026-Q1
BARCLAYS PLC trimmed4,448$74K0.0%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed4,197$70K0.0%2026-Q1
CITIGROUP INC trimmed2,912$49K0.0%2026-Q1
American Capital Advisory, LLC2,800$47K0.0%2026-Q1
Russell Investments Group, Ltd. trimmed2,355$39K0.0%2026-Q1
MassMutual Private Wealth & Trust, FSB2,127$36K0.0%2026-Q1
MAI Capital Management2,003$33K0.0%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added1,895$32K0.0%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND1,864$31K0.0%2026-Q1
Legal & General Group Plc1,824$30K0.0%2026-Q1
Ameritas Investment Partners, Inc.1,689$28K0.0%2026-Q1
Tower Research Capital LLC (TRC) added1,167$20K0.0%2026-Q1
CWM, LLC added1,066$18K0.0%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed1,064$18K0.0%2026-Q1
IFP Advisors, Inc added974$16K0.0%2026-Q1
FMR LLC added952$16K0.0%2026-Q1
EverSource Wealth Advisors, LLC added1,119$13K0.0%2026-Q1
Sterling Capital Management LLC trimmed651$11K0.0%2026-Q1
OSAIC HOLDINGS, INC. added430$7K0.0%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added246$4K0.0%2026-Q1
Optiver Holding B.V. added198$3K0.0%2026-Q1
VANGUARD GROUP INC added1,114,006$18M8.3%2025-Q4 stale
LOS ANGELES CAPITAL MANAGEMENT LLC added57,753$815K0.4%2025-Q4 stale
683 Capital Management, LLC trimmed55,000$697K0.3%2025-Q1 stale
Squarepoint Ops LLC added36,786$601K0.3%2025-Q4 stale
Keeley-Teton Advisors, LLC38,718$491K0.2%2025-Q1 stale
BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed32,454$411K0.2%2025-Q1 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed24,825$344K0.2%2025-Q2 stale
Campbell & CO Investment Adviser LLC added17,730$225K0.1%2025-Q1 stale
OCCUDO QUANTITATIVE STRATEGIES LP added12,053$197K0.1%2025-Q4 stale
FIRST TRUST ADVISORS LP trimmed13,241$195K0.1%2025-Q3 stale
Rangeley Capital, LLC trimmed14,781$187K0.1%2025-Q1 stale
Brandywine Global Investment Management, LLC11,360$186K0.1%2025-Q4 stale
HRT FINANCIAL LP trimmed10,470$153K0.1%2025-Q3 stale
INTECH INVESTMENT MANAGEMENT LLC new12,006$152K0.1%2025-Q1 stale
Cornerstone Investment Partners, LLC new10,586$147K0.1%2025-Q2 stale
PDT Partners, LLC added11,081$140K0.1%2025-Q1 stale
Corebridge Financial, Inc. trimmed9,474$120K0.1%2025-Q1 stale
SG Americas Securities, LLC trimmed6,894$113K0.1%2025-Q4 stale
AMALGAMATED BANK trimmed618$10K0.0%2025-Q4 stale
NewEdge Advisors, LLC trimmed664$8K0.0%2025-Q1 stale
Arax Advisory Partners new179$3K0.0%2025-Q3 stale
FEDERATED HERMES, INC.130$2K0.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership