Ponce Financial Group Ownership | Who Owns Ponce Financial Group?
Ponce Financial Group Ownership Summary
Ponce Financial Group is owned by 50.71% institutional investors, 18.19% insiders, and 31.10% retail investors. T. rowe price investment management is the largest institutional shareholder, holding 8.32% of PDLB shares. T. Rowe Price Small-Cap Value is the top mutual fund, with 4.63% of its assets in Ponce Financial Group shares.
PDLB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Ponce Financial Group | 50.71% | 18.19% | 31.10% |
| Sector | Financial Services Stocks | 493.55% | 13.79% | -407.34% |
| Industry | Regional Banks Stocks | 56.79% | 12.57% | 30.64% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| T. rowe price investment management | 1.91M | 8.32% | $38.14M |
| Blackrock funding, inc. /de | 1.74M | 7.55% | $34.60M |
| M3f | 1.70M | 7.39% | $33.88M |
| Blackrock | 1.59M | 7.10% | $14.50M |
| Vanguard group | 1.11M | 4.88% | $18.21M |
| Dimensional fund advisors lp | 954.54K | 4.15% | $19.03M |
| Vanguard capital management | 877.78K | 3.82% | $17.50M |
| Bank of america corp /de/ | 508.10K | 2.21% | $10.13M |
| Geode capital management | 496.28K | 2.16% | $9.90M |
| State street | 380.81K | 1.66% | $7.59M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| M3f | 1.70M | 8.02% | $33.88M |
| Wittenberg investment management | 45.81K | 0.31% | $913.37K |
| Mangrove partners | 191.34K | 0.25% | $3.82M |
| Stilwell value | 20.00K | 0.23% | $398.80K |
| Empirical finance | 114.18K | 0.09% | $2.28M |
| Eam investors | 35.19K | 0.06% | $701.59K |
| Keeley-teton advisors | 38.72K | 0.06% | $503.33K |
| Beese fulmer investment management | 40.53K | 0.05% | $808.27K |
| Operose advisors | 12.00K | 0.05% | $239.28K |
| First pacific advisors, lp | 181.56K | 0.04% | $3.62M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| American century companies | 234.91K | 0.00% | 192.01K |
| Blackrock funding, inc. /de | 1.74M | 0.00% | 113.64K |
| Alliancebernstein | 358.48K | 0.00% | 69.45K |
| Sixth street partners management company | 60.80K | 0.00% | 60.80K |
| State street | 380.81K | 0.00% | 41.89K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| M3f | 1.70M | 8.02% | -305.00K |
| Empirical finance | 114.18K | 0.09% | -133.21K |
| Raymond james financial | - | - | -120.08K |
| Fourthstone | - | - | -67.98K |
| Los angeles capital management | - | - | -57.75K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 60.80K | 0.00% | 60.80K | $1.21M |
| Sanctuary advisors | 38.80K | 0.00% | 38.80K | $773.69K |
| Mercer global advisors inc /adv | 4.90K | 0.00% | 4.90K | $97.73K |
| Quarry lp | 292.00 | 0.00% | 292.00 | $5.82K |
| Sbi securities | 143.00 | 0.00% | 143.00 | $2.85K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -4.00 |
| Capital performance advisors llp | -5.00 |
| Root financial partners | -7.00 |
| C m bidwell & associates | -42.00 |
| Federated hermes | -130.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 89 | -1.11% | 11,658,233 | -1.03% | 50 | 1.93% | 48 | -5.88% | 24 | 9.09% |
| Mar 31, 2026 | 87 | 8.75% | 11,275,420 | -1.03% | 49 | 1.98% | 50 | 19.05% | 21 | - |
| Dec 31, 2025 | 52 | -31.58% | 5,829,299 | -49.03% | 25 | 1.01% | 27 | -22.86% | 11 | -42.11% |
| Sep 30, 2025 | 53 | -22.06% | 7,761,016 | -30.12% | 34 | 1.43% | 21 | -43.24% | 13 | -27.78% |
| Jun 30, 2025 | 74 | 1.37% | 11,363,377 | -2.24% | 50 | 1.90% | 40 | 73.91% | 20 | -35.48% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| T. Rowe Price Small-Cap Value | 1.12M | 4.63% | -4.76K |
| 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 | 718.20K | 2.97% | -4.25K |
| Vanguard US Total Market Shares ETF | 621.35K | 2.74% | - |
| Vanguard Total Stock Mkt Idx Inv | 621.85K | 2.57% | - |
| Vanguard MStar Total Stk Mkt Idx Invest | 621.85K | 2.57% | - |
| Vanguard Morn Total Stk Mkt Idx Investor | 621.85K | 2.57% | - |
| iShares Russell 2000 ETF | 498.99K | 2.06% | -8.83K |
| Avantis US Small Cap Value ETF | 240.53K | 0.99% | 2.10K |
| Vanguard Institutional Extnd Mkt Idx Tr | 236.70K | 0.98% | 1.02K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 11, 2026 | Kouzilos Ioannis | EVP & Chief Lending Officer | Sell | $183.72K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2030 Q4 | - | - |
| 2029 Q4 | - | - |
| 2028 Q4 | - | - |
| 2027 Q4 | - | - |
| 2026 Q4 | - | - |
PDLB Ownership FAQ
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