Ponce Financial Group Ownership | Who Owns Ponce Financial Group?
Ponce Financial Group Ownership Summary
Ponce Financial Group is owned by 25.53% institutional investors, 19.02% insiders, and 55.45% 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 4.91% of its assets in Ponce Financial Group shares.
PDLB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Ponce Financial Group | 25.53% | 19.02% | 55.45% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Regional Banks Stocks | 31.54% | 12.70% | 55.76% |
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% | $26.68M |
| Blackrock | 1.59M | 7.10% | $14.50M |
| Vanguard group | 1.11M | 4.88% | $18.21M |
| Dimensional fund advisors lp | 913.47K | 4.00% | $14.94M |
| Bank of america corp /de/ | 500.00K | 2.24% | $4.57M |
| Geode capital management | 461.24K | 2.02% | $7.54M |
| State street | 335.26K | 1.48% | $4.93M |
| Renaissance | 220.25K | 0.96% | $3.60M |
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 |
| Stilwell value | 20.00K | 0.18% | $327.00K |
| Empirical finance | 207.21K | 0.16% | $3.39M |
| Eam investors | 71.52K | 0.13% | $1.17M |
| Keeley-teton advisors | 38.72K | 0.06% | $503.33K |
| Operose advisors | 12.00K | 0.05% | $196.20K |
| Beese fulmer investment management | 40.53K | 0.04% | $662.75K |
| First pacific advisors, lp | 181.56K | 0.04% | $2.67M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Eam investors | 71.52K | 0.13% | 71.52K |
| Alliancebernstein | 185.80K | 0.00% | 51.50K |
| Sei investments | 49.39K | 0.00% | 49.39K |
| Marshall wace, llp | 69.91K | 0.00% | 45.96K |
| Renaissance | 220.25K | 0.01% | 39.41K |
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 |
|---|---|---|---|---|
| Eam investors | 71.52K | 0.13% | 71.52K | $1.17M |
| Sei investments | 49.39K | 0.00% | 49.39K | $807.53K |
| Sg americas securities | 6.89K | 0.00% | 6.89K | $113.00K |
| Optiver b.v. | 338.00 | - | 338.00 | $4.97K |
| Ubs asset management americas | 170.00 | - | 170.00 | $2.78K |
Sold Out
| Holder | Change |
|---|---|
| Allworth financial lp | -1.00 |
| Nelson, van denburg & campbell wealth management group | -4.00 |
| Capital performance advisors llp | -5.00 |
| Northwestern mutual wealth management | -8.00 |
| C m bidwell & associates | -42.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 29 | -53.23% | 4,111,827 | -63.61% | 18 | 0.72% | 16 | -51.52% | 6 | -50.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| T. Rowe Price Small-Cap Value | 1.13M | 4.91% | -48.39K |
| 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 | 720.91K | 3.14% | 999.00 |
| Vanguard US Total Market Shares ETF | 621.35K | 2.74% | - |
| Vanguard Total Stock Mkt Idx Inv | 621.85K | 2.71% | 2.26K |
| iShares Russell 2000 ETF | 465.08K | 2.03% | 465.08K |
| Vanguard Institutional Extnd Mkt Idx Tr | 226.89K | 0.99% | 2.16K |
| Fidelity Small Cap Index | 187.57K | 0.82% | -223.00 |
| iShares Russell 2000 Value ETF | 169.49K | 0.74% | 169.49K |
| 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 |
|---|---|---|
| 2026 Q1 | - | 1 |
| 2025 Q4 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2023 Q4 | - | - |
PDLB Ownership FAQ
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