PDLB Ponce Financial Group, Inc.
Ponce Financial Group, Inc. (PDLB) Institutional Ownership
What the institutions did with PDLB last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| M3F, Inc. | 1.8M | 51.8% |
| DIMENSIONAL FUND ADVISORS LP | 949.8K | 27.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 482.3K | 13.8% |
| Bank of New York Mellon Corp | 55.7K | 1.6% |
| Creative Planning | 50.0K | 1.4% |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 40.5K | 1.2% |
| Verdence Capital Advisors LLC | 35.0K | 1.0% |
| Russell Investments Group, Ltd. | 17.4K | 0.5% |
| DEUTSCHE BANK AG\ | 17.2K | 0.5% |
| Daytona Street Capital LLC | 9.7K | 0.3% |
| BARCLAYS PLC | 8.2K | 0.2% |
| AlphaCentric Advisors LLC | 7.5K | 0.2% |
| CITIGROUP INC | 4.8K | 0.1% |
| MassMutual Private Wealth & Trust, FSB | 2.1K | 0.1% |
| American Capital Advisory, LLC | 1.0K | 0.0% |
| State of Alaska, Department of Revenue | 939 | 0.0% |
| Sterling Capital Management LLC | 399 | 0.0% |
| SIGNATUREFD, LLC | 209 | 0.0% |
| SBI Securities Co., Ltd. | 194 | 0.0% |
| Allworth Financial LP | 132 | 0.0% |
| Fortitude Family Office, LLC | 118 | 0.0% |
| SJS Investment Consulting Inc. | 83 | 0.0% |
| Farther Finance Advisors, LLC | 69 | 0.0% |
| Covestor Ltd | 61 | 0.0% |
| PNC Financial Services Group, Inc. | 32 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| M3F, Inc. | Increased | 1.7M | 1.8M | +111.6K |
| Verdence Capital Advisors LLC | New | 0 | 35.0K | +35.0K |
| Creative Planning | Increased | 26.4K | 50.0K | +23.6K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 496.3K | 482.3K | -14.0K |
| Pekin Hardy Strauss, Inc. | Sold Out | 10.0K | 0 | -10.0K |
| AlphaCentric Advisors LLC | New | 0 | 7.5K | +7.5K |
| BARCLAYS PLC | Increased | 3.1K | 8.2K | +5.1K |
| CITIGROUP INC | Reduced | 9.8K | 4.8K | -5.0K |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 954.5K | 949.8K | -4.7K |
| DEUTSCHE BANK AG\ | Reduced | 19.7K | 17.2K | -2.5K |
| Russell Investments Group, Ltd. | Increased | 15.5K | 17.4K | +1.9K |
| State of Alaska, Department of Revenue | New | 0 | 939 | +939 |
| Bank of New York Mellon Corp | Increased | 54.9K | 55.7K | +816 |
| American Capital Advisory, LLC | Reduced | 1.4K | 1.0K | -400 |
| SIGNATUREFD, LLC | Increased | 54 | 209 | +155 |
| Fortitude Family Office, LLC | New | 0 | 118 | +118 |
| SJS Investment Consulting Inc. | Increased | 1 | 83 | +82 |
| Farther Finance Advisors, LLC | Increased | 4 | 69 | +65 |
| SBI Securities Co., Ltd. | Increased | 143 | 194 | +51 |
| PNC Financial Services Group, Inc. | Reduced | 64 | 32 | -32 |
| Parkside Financial Bank & Trust | New | 0 | 20 | +20 |
| Root Financial Partners, LLC | New | 0 | 18 | +18 |
| GAMMA Investing LLC | Increased | 20 | 30 | +10 |
| Sterling Capital Management LLC | Reduced | 408 | 399 | -9 |
| True Wealth Design, LLC | Increased | 3 | 8 | +5 |
| Covestor Ltd | Increased | 57 | 61 | +4 |
| EverSource Wealth Advisors, LLC | Increased | 28 | 29 | +1 |
| Clearstead Advisors, LLC | New | 0 | 1 | +1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.