PONCE FINANCIAL GROUP INC (PDLB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
85
Reporting holders
$160.8M
Reported value
33.3%
Of shares outstanding
1.0%
Held as options
-3
Holder change
Institutions report 8,046,319 shares against 24,187,901 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $34.6M | 1,735,395 | 0.00% | 8q | +7.0%+$2.3M |
| DIMENSIONAL FUND ADVISORS LP | $19.0M | 954,536 | 0.00% | 18q | +1.6%+$307.8K |
| VANGUARD CAPITAL MANAGEMENT LLC | $17.5M | 877,782 | 0.00% | 2q | +0.9%+$147.9K |
| BANK OF AMERICA CORP /DE/ | $10.1M | 508,102 | 0.00% | 18q | +0.7%+$70.7K |
| GEODE CAPITAL MANAGEMENT, LLC | $9.9M | 496,282 | 0.00% | 18q | +7.1%+$657.5K |
| STATE STREET CORP | $7.6M | 380,812 | 0.00% | 18q | +12.4%+$835.3K |
| ALLIANCEBERNSTEIN L.P. | $6.0M | 358,482 | 0.00% | 18q | +24.0%+$1.2M |
| AMERICAN CENTURY COMPANIES INC | $4.7M | 234,908 | 0.00% | 12q | +447.6%+$3.8M |
| RENAISSANCE TECHNOLOGIES LLC | $4.6M | 231,135 | 0.01% | 18q | -4.5%-$219.3K |
| MANGROVE PARTNERS IM, LLC | $3.8M | 191,343 | 0.25% | 11q | HELD |
| First Pacific Advisors, LP | $3.6M | 181,562 | 0.04% | 16q | HELD |
| NORTHERN TRUST CORP | $3.2M | 162,592 | 0.00% | 18q | +10.3%+$303.3K |
| MARSHALL WACE, LLP | $3.0M | 151,268 | 0.00% | 5q | -13.3%-$461.1K |
| VANGUARD FIDUCIARY TRUST CO | $2.8M | 139,750 | 0.00% | 2q | +1.2%+$32.9K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.7M | 135,780 | 0.00% | 2q | +20.6%+$462.1K |
| CITADEL ADVISORS LLC | $2.7M | 57,539 | 0.00% | 8q | -32.9%-$1.3M |
| Connor, Clark & Lunn Investment Management Ltd. | $2.6M | 130,000 | 0.00% | 8q | +9.5%+$224.2K |
| Empirical Finance, LLC | $2.3M | 114,179 | 0.09% | 5q | -53.8%-$2.7M |
| ALGERT GLOBAL LLC | $1.8M | 89,948 | 0.02% | 2q | -8.1%-$157.3K |
| GOLDMAN SACHS GROUP INC | $1.3M | 63,167 | 0.00% | 9q | +3.3%+$39.7K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.2M | 60,801 | 0.00% | 18q | +11.4%+$124.2K |
| Sixth Street Partners Management Company, L.P. | $1.2M | 60,801 | 0.00% | new | NEW |
| Bank of New York Mellon Corp | $1.1M | 54,884 | 0.00% | 13q | +2.7%+$28.7K |
| WITTENBERG INVESTMENT MANAGEMENT, INC. | $913.4K | 45,806 | 0.31% | 14q | -28.7%-$367.1K |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | $808.3K | 40,535 | 0.05% | 17q | HELD |
| Sanctuary Advisors, LLC | $773.7K | 38,801 | 0.00% | new | NEW |
| STATE OF WISCONSIN INVESTMENT BOARD | $740.8K | 37,151 | 0.00% | 2q | +98.9%+$368.3K |
| ZACKS INVESTMENT MANAGEMENT | $726.3K | 36,424 | 0.01% | 3q | -4.8%-$36.7K |
| Informed Momentum Co LLC | $701.6K | 35,185 | 0.06% | 3q | -4.0%-$28.9K |
| Nuveen, LLC | $658.7K | 33,036 | 0.00% | 6q | +12.5%+$73.4K |
| SEI INVESTMENTS CO | $532.5K | 26,703 | 0.00% | 3q | -47.1%-$473.7K |
| Creative Planning | $527.1K | 26,433 | 0.00% | 6q | +9.4%+$45.3K |
| MORGAN STANLEY | $520.8K | 26,116 | 0.00% | 18q | -22.6%-$152.5K |
| RHUMBLINE ADVISERS | $503.4K | 25,244 | 0.00% | 13q | -7.0%-$37.7K |
| AQR CAPITAL MANAGEMENT LLC | $460.6K | 23,099 | 0.00% | 3q | +31.4%+$110.0K |
| STILWELL VALUE LLC | $398.8K | 20,000 | 0.23% | 18q | HELD |
| OCCUDO QUANTITATIVE STRATEGIES LP | $397.4K | 19,930 | 0.02% | new | NEW |
| DEUTSCHE BANK AG\ | $393.8K | 19,747 | 0.00% | 11q | +207.0%+$265.5K |
| Trexquant Investment LP | $371.2K | 18,614 | 0.00% | 5q | -66.5%-$736.3K |
| UBS Group AG | $350.0K | 17,551 | 0.00% | 14q | -9.5%-$36.9K |
| WELLS FARGO & COMPANY/MN | $338.7K | 16,984 | 0.00% | 18q | +14.3%+$42.3K |
| Russell Investments Group, Ltd. | $309.2K | 15,505 | 0.00% | 9q | +558.4%+$262.2K |
| Invesco Ltd. | $248.5K | 12,461 | 0.00% | 5q | +17.8%+$37.5K |
| Operose Advisors LLC | $239.3K | 12,000 | 0.05% | 6q | HELD |
| MetLife Investment Management, LLC | $228.2K | 11,446 | 0.00% | 13q | HELD |
| FRANKLIN RESOURCES INC | $226.5K | 11,360 | 0.00% | 2q | HELD |
| JPMORGAN CHASE & CO | $215.6K | 10,791 | 0.00% | 14q | +34.4%+$55.1K |
| XTX Topco Ltd | $204.0K | 10,233 | 0.00% | 2q | -74.2%-$586.6K |
| Pekin Hardy Strauss, Inc. | $199.4K | 10,000 | 0.02% | 2q | HELD |
| CITIGROUP INC | $195.2K | 9,787 | 0.00% | 18q | +236.1%+$137.1K |
| Daytona Street Capital LLC | $191.7K | 9,666 | 0.14% | 2q | -19.4%-$46.3K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $185.8K | 9,317 | 0.00% | 9q | -1.9%-$3.6K |
| Vanguard Global Advisers, LLC | $144.9K | 7,269 | 0.00% | 2q | HELD |
| Police & Firemen's Retirement System of New Jersey | $125.3K | 6,285 | 0.00% | 7q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $97.7K | 4,901 | 0.00% | new | NEW |
| NEW YORK STATE COMMON RETIREMENT FUND | $95.0K | 4,764 | 0.00% | 13q | +155.6%+$57.8K |
| BNP PARIBAS FINANCIAL MARKETS | $66.0K | 3,311 | 0.00% | 7q | -21.1%-$17.7K |
| BARCLAYS PLC | $62.1K | 3,114 | 0.00% | 18q | -30.0%-$26.6K |
| FMR LLC | $57.9K | 2,901 | 0.00% | 18q | +204.7%+$38.9K |
| MassMutual Private Wealth & Trust, FSB | $42.4K | 2,127 | 0.00% | 7q | HELD |
| Legal & General Group Plc | $41.5K | 2,080 | 0.00% | 13q | +14.0%+$5.1K |
| Tower Research Capital LLC (TRC) | $38.4K | 1,924 | 0.00% | 13q | +64.9%+$15.1K |
| T. Rowe Price Investment Management, Inc. | $38.1K | 1,912,897 | 0.03% | 16q | HELD |
| ROYAL BANK OF CANADA | $35.0K | 1,782 | 0.00% | new | NEW |
| M3F, Inc. | $33.9K | 1,698,960 | 8.02% | 18q | -15.2%-$6.1K |
| Ameritas Investment Partners, Inc. | $33.7K | 1,689 | 0.00% | 13q | HELD |
| American Capital Advisory, LLC | $27.9K | 1,400 | 0.01% | 9q | -50.0%-$27.9K |
| Sterling Capital Management LLC | $8.1K | 408 | 0.00% | 8q | -37.3%-$4.8K |
| Quarry LP | $5.8K | 292 | 0.00% | new | NEW |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $4.9K | 246 | 0.00% | 3q | HELD |
| SBI Securities Co., Ltd. | $2.9K | 143 | 0.00% | new | NEW |
| Allworth Financial LP | $2.6K | 132 | 0.00% | 2q | +300.0%+$2.0K |
| Arax Advisory Partners | $2.6K | 130 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $2.5K | 125 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $1.3K | 64 | 0.00% | 6q | +12.3% |
| SIGNATUREFD, LLC | $1.1K | 54 | 0.00% | 2q | HELD |
| Optiver Holding B.V. | $917 | 46 | 0.00% | 4q | -76.8%-$3.0K |
| ROTHSCHILD INVESTMENT LLC | $897 | 45 | 0.00% | 7q | +12.5% |
| EverSource Wealth Advisors, LLC | $558 | 28 | 0.00% | 4q | +86.7% |
| IFP Advisors, Inc | $498 | 25 | 0.00% | 7q | -97.4%-$18.9K |
| US BANCORP \DE\ | $399 | 20 | 0.00% | 2q | HELD |
| GAMMA Investing LLC | $399 | 20 | 0.00% | 2q | HELD |
| Essential Partners LLC | $239 | 12 | 0.00% | 5q | -70.0% |
| Farther Finance Advisors, LLC | $80 | 4 | 0.00% | 2q | +33.3% |
| True Wealth Design, LLC | $60 | 3 | 0.00% | 6q | -70.0% |
| SJS Investment Consulting Inc. | $20 | 1 | 0.00% | new | NEW |
| Keating Financial Advisory Services, Inc. | $20 | 1 | 0.00% | 2q | HELD |
| Covestor Ltd | $1 | 57 | 0.00% | 10q | +62.9% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 85 | $160.8M | 8,046,319 | 10 | 34 | 24 | 1.0% |
| Q1 2026 | 88 | $131.6M | 7,927,186 | 14 | 29 | 19 | 0.0% |
| Q4 2025 | 76 | $124.7M | 7,631,783 | 10 | 27 | 17 | 0.0% |
| Q3 2025 | 71 | $106.4M | 7,240,569 | 3 | 25 | 17 | 0.0% |
| Q2 2025 | 71 | $98.4M | 7,106,517 | 12 | 25 | 17 | 0.0% |
| Q1 2025 | 68 | $86.4M | 7,198,881 | 8 | 11 | 25 | 0.0% |
| Q4 2024 | 62 | $90.1M | 6,926,868 | 8 | 21 | 13 | 0.0% |
| Q3 2024 | 55 | $77.9M | 6,665,985 | 10 | 18 | 9 | 0.0% |
| Q2 2024 | 48 | $57.4M | 6,280,167 | 6 | 14 | 12 | 0.0% |
| Q1 2024 | 44 | $55.8M | 6,273,958 | 2 | 13 | 17 | 0.0% |
| Q4 2023 | 47 | $62.8M | 6,431,315 | 6 | 15 | 11 | 0.0% |
| Q3 2023 | 44 | $47.0M | 6,008,483 | 3 | 11 | 13 | 0.0% |
| Q2 2023 | 44 | $51.8M | 5,962,883 | 15 | 13 | 8 | 0.0% |
| Q1 2023 | 46 | $39.3M | 5,005,320 | 14 | 17 | 9 | 0.0% |
| Q4 2022 | 35 | $41.5M | 4,457,441 | 6 | 9 | 5 | 0.0% |
| Q3 2022 | 41 | $91.3M | 9,972,174 | 4 | 9 | 7 | 0.0% |
| Q2 2022 | 42 | $91.5M | 9,899,485 | 7 | 14 | 13 | 0.0% |
| Q1 2022 | 48 | $84.9M | 8,182,755 | 48 | 0 | 0 | 0.0% |
| Q4 2021 | 29 | $57.9M | 3,975,367 | 2 | 9 | 6 | 0.0% |
| Q3 2021 | 29 | $56.6M | 3,941,155 | 3 | 7 | 12 | 0.0% |
| Q2 2021 | 29 | $52.0M | 3,807,204 | 7 | 7 | 13 | 0.0% |
| Q1 2021 | 36 | $44.8M | 4,033,067 | 1 | 9 | 14 | 0.0% |
| Q4 2020 | 37 | $38.3M | 3,648,568 | 1 | 12 | 15 | 0.0% |
| Q3 2020 | 39 | $32.1M | 3,639,064 | 1 | 6 | 17 | 0.0% |
| Q2 2020 | 40 | $36.5M | 3,588,776 | 4 | 11 | 13 | 0.0% |
| Q1 2020 | 37 | $36.8M | 3,578,651 | 1 | 16 | 11 | 0.0% |
| Q4 2019 | 40 | $52.6M | 3,576,567 | 2 | 19 | 12 | 0.0% |
| Q3 2019 | 43 | $51.8M | 3,685,434 | 3 | 15 | 13 | 0.0% |
| Q2 2019 | 42 | $52.7M | 3,685,961 | 4 | 20 | 6 | 0.0% |
| Q1 2019 | 43 | $48.3M | 3,458,993 | 3 | 17 | 10 | 0.0% |
| Q4 2018 | 42 | $41.8M | 3,284,148 | 0 | 0 | 2 | 0.0% |