Ponce Financial Group Ownership | Who Owns Ponce Financial Group?

Ponce Financial Group Ownership Summary

Ponce Financial Group is owned by 50.02% institutional investors, 19.31% insiders, and 30.66% retail investors. M3f is the largest institutional shareholder, holding 10.19% of PDLB shares. T. Rowe Price Small-Cap Value is the top mutual fund, with 4.92% of its assets in Ponce Financial Group shares.

PDLB Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Ponce Financial Group	50.02%	19.31%	30.66%
Sector	Financial Services Stocks	51.64%	15.54%	32.82%
Industry	Regional Banks Stocks	53.95%	12.38%	33.68%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
M3f	2.32M	10.19%	$32.05M
T. rowe price investment management	1.95M	8.59%	$27.01M
Blackrock funding, inc. /de	1.63M	7.19%	$22.59M
Blackrock	1.59M	7.10%	$14.50M
Vanguard group	1.09M	4.85%	$14.16M
Dimensional fund advisors lp	830.67K	3.70%	$10.80M
Bank of america corp /de/	500.00K	2.24%	$4.57M
Geode capital management	460.48K	2.05%	$5.99M
State street	276.61K	1.23%	$3.60M
Empirical finance	234.65K	1.03%	$3.25M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
M3f	2.32M	9.04%	$32.05M
Wittenberg investment management	64.22K	0.39%	$888.76K
Mangrove partners	163.36K	0.24%	$2.26M
Empirical finance	234.65K	0.17%	$3.25M
Stilwell value	20.00K	0.13%	$276.80K
Keeley-teton advisors	38.72K	0.06%	$503.33K
Operose advisors	12.00K	0.05%	$166.08K
Beese fulmer investment management	44.92K	0.05%	$621.76K
First pacific advisors, lp	181.56K	0.04%	$2.51M
Skyview investment advisors	16.09K	0.03%	$147.00K

Top Buyers

Holder	Shares	% Assets	Change
Empirical finance	234.65K	0.17%	234.65K
M3f	2.32M	9.04%	48.89K
Dimensional fund advisors lp	830.67K	0.00%	45.08K
Gamco investors, inc. et al	38.72K	0.01%	38.72K
Jpmorgan chase	66.65K	0.00%	34.53K

Top Sellers

Holder	Shares	% Assets	Change
T. rowe price investment management	1.95M	0.02%	-205.11K
Fourthstone	-	-	-67.98K
683 capital management	-	-	-55.00K
Maltese capital management	-	-	-37.26K
Bridgeway capital management	-	-	-32.45K

New Positions

Holder	Shares	% Assets	Change	Value
Empirical finance	234.65K	0.17%	234.65K	$3.25M
Gamco investors, inc. et al	38.72K	0.01%	38.72K	$535.86K
Invesco	24.05K	-	24.05K	$219.84K
Marshall wace, llp	23.95K	0.00%	23.95K	$331.40K
First trust advisors lp	13.63K	0.00%	13.63K	$177.14K

Sold Out

Holder	Change
Ifp advisors	-1.00
Nelson, van denburg & campbell wealth management group	-4.00
Capital performance advisors llp	-5.00
Northwestern mutual wealth management	-8.00
Picton mahoney asset management	-413.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2025	74	1.37%	11,363,377	-2.24%	50	1.90%	40	73.91%	20	-35.48%
Mar 31, 2025	73	7.35%	11,623,446	1.04%	51	1.95%	23	-39.47%	31	93.75%
Dec 31, 2024	29	-53.23%	4,111,827	-63.61%	18	0.72%	16	-51.52%	6	-50.00%
Sep 30, 2024	62	14.81%	11,298,626	3.55%	50	2.12%	33	26.92%	12	-20.00%
Jun 30, 2024	53	8.16%	10,865,550	0.75%	48	2.16%	26	36.84%	14	-30.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
T. Rowe Price Small-Cap Value	1.18M	4.92%	-1.38K
T. Rowe Price U.S. SC Value Eq Tr-Z	713.96K	3.15%	1.42K
T. Rowe Price U.S. SC Value Eq Tr-D	715.29K	2.98%	1.33K
Vanguard US Total Market Shares ETF	621.35K	2.74%	-
Vanguard Total Stock Mkt Idx Inv	607.94K	2.67%	-13.41K
iShares Russell 2000 ETF	453.69K	1.99%	-8.61K
Vanguard Institutional Extnd Mkt Idx Tr	226.59K	1.00%	-100.22K
Fidelity Small Cap Index	181.37K	0.80%	1.18K
iShares Russell 2000 Value ETF	174.69K	0.77%	130.00
DFA US Targeted Value I	145.85K	0.64%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 02, 2023	NAUDON CARLOS P	President & CEO	Buy	$34.11K
Mar 13, 2023	NAUDON CARLOS P	President & CEO	Buy	$54.25K
Mar 10, 2023	Gonzalez Luis Gerardo Jr.	Chief Operating Officer	Buy	$5.00K
Mar 10, 2023	NAUDON CARLOS P	President & CEO	Buy	$41.17K
Mar 10, 2023	Tsavaris Steven	Executive Chairman	Buy	$40.33K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	-	-
2024 Q4	-	-
2023 Q4	-	-
2023 Q3	-	-
2023 Q2	1	-

PDLB Ownership FAQ

Who Owns Ponce Financial Group?

Ponce Financial Group shareholders are primarily institutional investors at 50.02%, followed by 19.31% insiders and 30.67% retail investors. The average institutional ownership in Ponce Financial Group's industry, Regional Banks Stocks, is 53.95%, which Ponce Financial Group falls below.

Who owns the most shares of Ponce Financial Group?

Ponce Financial Group’s largest shareholders are M3f (2.32M shares, 10.19%), T. rowe price investment management (1.95M shares, 8.59%), and Blackrock funding, inc. /de (1.63M shares, 7.19%). Together, they hold 25.97% of Ponce Financial Group’s total shares outstanding.

Does Blackrock own Ponce Financial Group?

Yes, BlackRock owns 7.10% of Ponce Financial Group, totaling 1.59M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 14.5M$. In the last quarter, BlackRock increased its holdings by 17.17K shares, a 1.09% change.

Who is Ponce Financial Group’s biggest shareholder by percentage of total assets invested?

M3f is Ponce Financial Group’s biggest shareholder by percentage of total assets invested, with 9.04% of its assets in 2.32M Ponce Financial Group shares, valued at 32.05M$.

Who is the top mutual fund holder of Ponce Financial Group shares?

T. Rowe Price Small-Cap Value is the top mutual fund holder of Ponce Financial Group shares, with 4.92% of its total shares outstanding invested in 1.18M Ponce Financial Group shares.

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