Ponce Financial Group, Inc. - PDLB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| M3F, Inc. | History | Reduced | 1,855,981 | 30,345 | 8.33% | 9.4% | 1 | -400,000 | -17.73% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Added to | 1,631,847 | 26,680 | 0.0% | 0.0% | 2 | +6,693 | 0.41% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 1,114,006 | 18,213 | 0.0% | 0.0% | 3 | +442 | 0.04% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 913,466 | 14,935 | 0.0% | 0.0% | 4 | +9,391 | 1.04% | Q4 2025 | Feb 12, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 720,911 | 11,787 | 0.01% | 0.02% | 5 | -1,227,148 | -62.99% | Q4 2025 | Feb 19, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 502,900 | 8,222 | 0.0% | 0.0% | 6 | +6,795 | 1.37% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 461,243 | 7,543 | 0.0% | 0.0% | 7 | -2,283 | -0.49% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Added to | 335,460 | 5,484 | 0.0% | 0.0% | 8 | +203 | 0.06% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 220,247 | 3,601 | 0.01% | 0.0% | 9 | +39,412 | 21.79% | Q4 2025 | Feb 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 207,299 | 3,389 | 0.0% | 0.0% | 10 | +21,500 | 11.57% | Q4 2025 | Feb 17, 2026 |
| Empirical Finance, LLC | History | Reduced | 207,213 | 3,387 | 0.16% | 0.16% | 11 | -27,436 | -11.69% | Q4 2025 | Feb 12, 2026 |
| MANGROVE PARTNERS IM, LLC | History | Added to | 191,343 | 3,128 | 0.25% | 0.2% | 12 | +11,645 | 6.48% | Q4 2025 | Feb 17, 2026 |
| First Pacific Advisors, LP | History | No change | 181,562 | 2,968 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 139,744 | 2,284 | 0.0% | 0.0% | 14 | -11,601 | -7.67% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Added to | 120,447 | 1,969 | 0.0% | 0.0% | 15 | +50,539 | 72.29% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 116,949 | 1,912 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 107,269 | 1,753 | 0.0% | 0.0% | 17 | +5,994 | 5.92% | Q4 2025 | Feb 10, 2026 |
| Informed Momentum Co LLC | History | New | 71,517 | 1,169 | 0.13% | — | 18 | +71,517 | New | Q4 2025 | Feb 12, 2026 |
| WITTENBERG INVESTMENT MANAGEMENT, INC. | History | No change | 64,217 | 1,049 | 0.4% | 0.37% | 19 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 60,553 | 990 | 0.0% | 0.0% | 20 | +490 | 0.82% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 55,434 | 906 | 0.0% | 0.0% | 21 | +32,488 | 141.58% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 55,280 | 903 | 0.0% | 0.0% | 22 | -2,238 | -3.89% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Added to | 51,728 | 845 | 0.0% | 0.0% | 23 | +1,311 | 2.6% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 51,173 | 836 | 0.0% | 0.0% | 24 | +26,988 | 111.59% | Q4 2025 | Mar 25, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 57,753 | 814 | 0.0% | 0.0% | 25 | +534 | 0.93% | Q4 2025 | Feb 11, 2026 |
| SEI INVESTMENTS CO | History | New | 49,390 | 807 | 0.0% | — | 26 | +49,390 | New | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 44,356 | 725 | 0.0% | 0.0% | 27 | +29,275 | 194.12% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 43,533 | 711 | 0.0% | 0.0% | 28 | -9,536 | -17.97% | Q4 2025 | Feb 17, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Reduced | 40,535 | 662 | 0.04% | 0.04% | 29 | -837 | -2.02% | Q4 2025 | Feb 05, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 40,416 | 660 | 0.01% | — | 30 | +40,416 | New | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | Added to | 39,756 | 650 | 0.01% | 0.0% | 31 | +11,813 | 42.28% | Q4 2025 | Feb 17, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 38,718 | 633 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Squarepoint Ops LLC | History | New | 36,786 | 601 | 0.0% | — | 33 | +36,786 | New | Q4 2025 | Feb 13, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 36,719 | 600 | 0.0% | 0.0% | 34 | +7,620 | 26.19% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 30,673 | 501 | 0.0% | 0.0% | 35 | +2,906 | 10.47% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | No change | 29,355 | 479 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 27,231 | 445 | 0.0% | 0.0% | 37 | -3,126 | -10.3% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 20,767 | 339 | 0.0% | 0.0% | 38 | +2,551 | 14.0% | Q4 2025 | Feb 13, 2026 |
| Stilwell Value LLC | History | No change | 20,000 | 327 | 0.18% | 0.13% | 39 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 18,536 | 303 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Added to | 16,832 | 275 | 0.0% | 0.0% | 41 | +2,991 | 21.61% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | New | 16,494 | 269 | 0.0% | — | 42 | +16,494 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 16,293 | 266 | 0.0% | 0.0% | 43 | +1,602 | 10.9% | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 15,809 | 258 | 0.0% | 0.0% | 44 | -10,888 | -40.78% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 14,640 | 239 | 0.0% | 0.0% | 45 | -6,341 | -30.22% | Q4 2025 | Feb 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 13,745 | 224 | 0.0% | — | 46 | +13,745 | New | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 12,420 | 203 | 0.0% | 0.0% | 47 | -554 | -4.27% | Q4 2025 | Feb 19, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 12,053 | 197 | 0.01% | — | 48 | +12,053 | New | Q4 2025 | Feb 17, 2026 |
| Operose Advisors LLC | History | No change | 12,000 | 196 | 0.05% | 0.04% | 49 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MetLife Investment Management, LLC | History | No change | 11,446 | 187 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 11,360 | 185 | 0.0% | — | 51 | +11,360 | New | Q4 2025 | Feb 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 9,093 | 148 | 0.0% | 0.0% | 52 | +156 | 1.75% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | New | 6,894 | 113 | 0.0% | — | 53 | +6,894 | New | Q4 2025 | Jan 09, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 6,285 | 102 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 4,450 | 72 | 0.0% | 0.0% | 55 | +522 | 13.29% | Q4 2025 | Feb 10, 2026 |
| CITIGROUP INC | History | Added to | 3,456 | 56 | 0.0% | 0.0% | 56 | +59 | 1.74% | Q4 2025 | Feb 13, 2026 |
| American Capital Advisory, LLC | History | No change | 2,800 | 45 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 2,400 | 39 | 0.0% | 0.0% | 58 | -298 | -11.05% | Q4 2025 | Feb 17, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 2,127 | 34 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| MAI Capital Management | History | Added to | 2,003 | 32 | 0.0% | 0.0% | 60 | +9 | 0.45% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 1,864 | 30 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Legal & General Group Plc | History | No change | 1,824 | 29 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,689 | 27 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,211 | 19 | 0.0% | 0.0% | 64 | -191 | -13.62% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,134 | 18 | 0.0% | 0.0% | 65 | -223 | -16.43% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 991 | 16 | 0.0% | 0.0% | 66 | +250 | 33.74% | Q4 2025 | Jan 26, 2026 |
| FMR LLC | History | Reduced | 909 | 14 | 0.0% | 0.0% | 67 | -120 | -11.66% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 618 | 10 | 0.0% | 0.0% | 68 | -72 | -10.43% | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 529 | 9 | 0.0% | — | 69 | +529 | New | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 598 | 9 | 0.0% | 0.0% | 70 | -385 | -39.17% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 285 | 4 | 0.0% | — | 71 | +285 | New | Q4 2025 | Feb 17, 2026 |
| Optiver Holding B.V. | History | Reduced | 158 | 2 | 0.0% | 0.0% | 74 | -180 | -53.25% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 170 | 2 | 0.0% | — | 72 | +170 | New | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Reduced | 147 | 2 | 0.0% | 0.0% | 75 | -37 | -20.11% | Q4 2025 | Feb 06, 2026 |
| FEDERATED HERMES, INC. | History | No change | 130 | 2 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 62 | 1 | 0.0% | 0.0% | 76 | -11 | -15.07% | Q4 2025 | Feb 06, 2026 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,241 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,051 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,470 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -179 | -100.0% | Q3 2025 | Nov 14, 2025 |
| C M BIDWELL & ASSOCIATES LTD | History | Closed out | 0 | 0 | — | — | — | -42 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 23 | 0 | — | — | — | +3 | 15.0% | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Added to | 12 | 0 | — | — | — | +3 | 33.33% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 8 | 0 | — | — | — | +2 | 33.33% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | Added to | 10 | 0 | — | — | — | +1 | 11.11% | Q4 2025 | Jan 08, 2026 |