Ponce Financial Group Ownership | Who Owns Ponce Financial Group?

Ponce Financial Group Ownership Summary

Ponce Financial Group is owned by 49.37% institutional investors, 18.19% insiders, and 32.44% retail investors. M3f is the largest institutional shareholder, holding 8.78% 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	49.37%	18.19%	32.44%
Sector	Financial Services Stocks	37.05%	15.59%	47.36%
Industry	Regional Banks Stocks	38.44%	12.57%	48.99%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
M3f	2.00M	8.78%	$33.49M
T. rowe price investment management	1.91M	8.34%	$31.84M
Blackrock funding, inc. /de	1.62M	7.10%	$27.10M
Blackrock	1.59M	7.10%	$14.50M
Vanguard group	1.11M	4.88%	$18.21M
Dimensional fund advisors lp	939.10K	4.11%	$15.69M
Bank of america corp /de/	500.00K	2.24%	$4.57M
Geode capital management	463.31K	2.03%	$7.74M
State street	338.92K	1.48%	$5.66M
Alliancebernstein	289.03K	1.27%	$4.73M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
M3f	2.00M	8.30%	$33.49M
Wittenberg investment management	64.22K	0.40%	$1.07M
Mangrove partners	191.34K	0.26%	$3.20M
Stilwell value	20.00K	0.20%	$334.20K
Empirical finance	247.39K	0.19%	$4.13M
Eam investors	36.63K	0.07%	$612.17K
Keeley-teton advisors	38.72K	0.06%	$503.33K
Operose advisors	12.00K	0.05%	$200.52K
Beese fulmer investment management	40.53K	0.04%	$677.31K
First pacific advisors, lp	181.56K	0.04%	$3.03M

Top Buyers

Holder	Shares	% Assets	Change
M3f	2.00M	8.30%	147.98K
Vanguard fiduciary trust	138.10K	0.00%	138.10K
Alliancebernstein	289.03K	0.00%	81.73K
Marshall wace, llp	174.39K	0.00%	53.95K
Algert global	48.92K	0.01%	48.92K

Top Sellers

Holder	Shares	% Assets	Change
Fourthstone	-	-	-67.98K
Los angeles capital management	-	-	-57.75K
683 capital management	-	-	-55.00K
Maltese capital management	-	-	-37.26K
Wells fargo & company/mn	7.43K	-	-36.92K

New Positions

Holder	Shares	% Assets	Change	Value
Vanguard fiduciary trust	138.10K	0.00%	138.10K	$2.31M
Algert global	48.92K	0.01%	48.92K	$817.00K
Xtx topco	39.65K	0.01%	39.65K	$662.55K
State of wisconsin investment board	18.68K	0.00%	18.68K	$312.18K
Pekin hardy strauss	10.00K	0.02%	10.00K	$167.10K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-4.00
Capital performance advisors llp	-5.00
C m bidwell & associates	-42.00
Federated hermes	-130.00
Srs capital advisors	-179.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Mar 31, 2025	73	7.35%	11,623,446	1.04%	51	1.95%	23	-39.47%	31	93.75%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
T. Rowe Price Small-Cap Value	1.13M	4.92%	-
T. Rowe Price U.S. SC Value Eq Tr-D	722.45K	3.16%	1.54K
T. Rowe Price U.S. SC Value Eq Tr-Z	713.96K	3.15%	1.42K
Vanguard US Total Market Shares ETF	621.35K	2.74%	-
Vanguard Total Stock Mkt Idx Inv	621.85K	2.57%	-
iShares Russell 2000 ETF	457.87K	1.90%	3.85K
Vanguard Institutional Extnd Mkt Idx Tr	232.22K	0.96%	2.66K
Fidelity Small Cap Index	184.26K	0.80%	2.45K
iShares Russell 2000 Value ETF	168.32K	0.70%	910.00
DFA US Targeted Value I	145.12K	0.63%	-

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

Who Owns Ponce Financial Group?

Ponce Financial Group shareholders are primarily institutional investors at 49.37%, followed by 18.19% insiders and 32.44% retail investors. The average institutional ownership in Ponce Financial Group's industry, Regional Banks Stocks, is 38.44%, which Ponce Financial Group exceeds.

Who owns the most shares of Ponce Financial Group?

Ponce Financial Group’s largest shareholders are M3f (2M shares, 8.78%), T. rowe price investment management (1.91M shares, 8.34%), and Blackrock funding, inc. /de (1.62M shares, 7.10%). Together, they hold 24.22% 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 8.30% of its assets in 2M Ponce Financial Group shares, valued at 33.49M$.

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 1.13M Ponce Financial Group shares.

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