Ponce Financial Group Ownership | Who Owns Ponce Financial Group?

Ponce Financial Group Ownership Summary

Ponce Financial Group is owned by 34.16% institutional investors, 18.95% insiders, and 46.88% retail investors. M3f is the largest institutional shareholder, holding 9.93% of PDLB shares. T. Rowe Price Small-Cap Value is the top mutual fund, with 5.18% of its assets in Ponce Financial Group shares.

PDLB Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Ponce Financial Group	34.16%	18.95%	46.88%
Sector	Financial Services Stocks	36.95%	15.48%	47.58%
Industry	Regional Banks Stocks	38.26%	12.54%	49.20%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
M3f	2.26M	9.93%	$33.16M
T. rowe price investment management	1.95M	8.58%	$28.64M
Blackrock funding, inc. /de	1.63M	7.15%	$23.89M
Blackrock	1.59M	7.10%	$14.50M
Vanguard group	1.11M	4.90%	$16.37M
Dimensional fund advisors lp	904.08K	3.98%	$13.29M
Bank of america corp /de/	500.00K	2.24%	$4.57M
Geode capital management	463.53K	2.04%	$6.82M
State street	335.26K	1.48%	$4.93M
Empirical finance	234.65K	1.03%	$3.45M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
M3f	2.26M	9.40%	$33.16M
Wittenberg investment management	64.22K	0.37%	$943.99K
Mangrove partners	179.70K	0.20%	$2.64M
Empirical finance	234.65K	0.16%	$3.45M
Stilwell value	20.00K	0.13%	$294.00K
Keeley-teton advisors	38.72K	0.06%	$503.33K
Operose advisors	12.00K	0.04%	$176.40K
Beese fulmer investment management	41.37K	0.04%	$608.17K
First pacific advisors, lp	181.56K	0.04%	$2.67M
Skyview investment advisors	16.09K	0.03%	$147.00K

Top Buyers

Holder	Shares	% Assets	Change
Alliancebernstein	185.80K	0.00%	51.50K
Marshall wace, llp	69.91K	0.00%	45.96K
Renaissance	180.84K	0.00%	35.30K
Connor, clark & lunn investment management	101.28K	0.00%	27.16K
Panagora asset management	29.10K	0.00%	17.86K

Top Sellers

Holder	Shares	% Assets	Change
Fourthstone	-	-	-67.98K
M3f	2.26M	9.40%	-59.73K
683 capital management	-	-	-55.00K
Maltese capital management	-	-	-37.26K
Bridgeway capital management	-	-	-32.45K

New Positions

Holder	Shares	% Assets	Change	Value
Hrt financial lp	10.47K	0.00%	10.47K	$153.00K
Optiver b.v.	338.00	-	338.00	$4.97K
Srs capital advisors	179.00	-	179.00	$2.63K
Eversource wealth advisors	6.00	-	6.00	$88.00
Allworth financial lp	1.00	-	1.00	$14.00

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 %
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%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
T. Rowe Price Small-Cap Value	1.18M	5.18%	-2.70K
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	463.61K	2.04%	-
Vanguard Institutional Extnd Mkt Idx Tr	226.59K	1.00%	-100.22K
Fidelity Small Cap Index	187.65K	0.82%	6.28K
iShares Russell 2000 Value ETF	175.73K	0.77%	-
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 34.16%, followed by 18.95% insiders and 46.89% retail investors. The average institutional ownership in Ponce Financial Group's industry, Regional Banks Stocks, is 38.26%, which Ponce Financial Group falls below.

Who owns the most shares of Ponce Financial Group?

Ponce Financial Group’s largest shareholders are M3f (2.26M shares, 9.93%), T. rowe price investment management (1.95M shares, 8.58%), and Blackrock funding, inc. /de (1.63M shares, 7.15%). Together, they hold 25.66% 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 9.40% of its assets in 2.26M Ponce Financial Group shares, valued at 33.16M$.

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 5.18% of its total shares outstanding invested in 1.18M Ponce Financial Group shares.

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