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Ponce Financial Group Inc (PDLB)

CUSIP: 732344106 | NYSE | Financial Services · Banks - Regional | Small Cap | 170 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

M3f, Inc.1,810,519
0.1% of portfolio›$36.1K
Dimensional Fund Advisors LP949,836
0.0% of portfolio›$18.9M
Creative Planning50,028
0.0% of portfolio›$997.6K
Beese Fulmer Investment Management, Inc.40,535
0.0% of portfolio›$808.3K
Verdence Capital Advisors LLC35,000
0.0% of portfolio›$697.9K
Daytona Street Capital LLC9,666
0.1% of portfolio›$196.8K
AlphaCentric Advisors LLC7,500
0.1% of portfolio›$149.6K
Citigroup Inc4,764
0.0% of portfolio›$95.0K
MassMutual Private Wealth & Trust, FSB2,127
0.0% of portfolio›$42.4K
American Capital Advisory, LLC1,000
0.0% of portfolio›$19.9K
State of Alaska, Department of Revenue939
0.0% of portfolio›$18
Sterling Capital Management LLC399
0.0% of portfolio›$8.0K
Signaturefd, LLC209
0.0% of portfolio›$4.2K
SBI Securities Co., Ltd.194
0.0% of portfolio›$3.9K
Fortitude Family Office, LLC118
0.0% of portfolio›$2.4K
SJS Investment Consulting Inc.83
0.0% of portfolio›$1.7K
Farther Finance Advisors, LLC69
0.0% of portfolio›$1.4K
Covestor Ltd61
0.0% of portfolio›$1
Gamma Investing LLC30
0.0% of portfolio›$598
EverSource Wealth Advisors, LLC29
0.0% of portfolio›$578
IFP Advisors, Inc25
0.0% of portfolio›$498
Parkside Financial Bank & Trust20
0.0% of portfolio›$399
Root Financial Partners, LLC18
0.0% of portfolio›$359
Essential Partners LLC12
0.0% of portfolio›$239
True Wealth Design, LLC8
0.0% of portfolio›$160
StyleTurnoverLocationFiled
M3f, Inc.
1,810,519$36.1K0.1%YieldMediumSalt Lake City, UT2026-10-21
Dimensional Fund Advisors LP
949,836$18.9M0.0%IndexLowAustin, TX2026-11-04
Creative Planning
50,028$997.6K0.0%IndexVery LowOverland Park, KS2026-11-02
Beese Fulmer Investment Management, Inc.
40,535$808.3K0.0%CoreLowCanton, OH2026-10-23
Verdence Capital Advisors LLC
35,000$697.9K0.0%CoreMediumHunt Valley, MD2026-10-26
Daytona Street Capital LLC
9,666$196.8K0.1%Deep ValueMediumSaint Louis, MO2026-10-15
AlphaCentric Advisors LLC
7,500$149.6K0.1%CoreHighSan Juan, PR2026-11-03
Citigroup Inc
4,764$95.0K0.0%CoreMediumNew York, NY2026-11-04
MassMutual Private Wealth & Trust, FSB
2,127$42.4K0.0%CoreLowSpringfield, MA2026-10-05
American Capital Advisory, LLC
1,000$19.9K0.0%ETFLowKetchum, ID2026-10-28
State of Alaska, Department of Revenue
939$180.0%CoreVery LowJuneau, AK2026-10-15
Sterling Capital Management LLC
399$8.0K0.0%GARPMediumCharlotte, NC2026-10-22
Signaturefd, LLC
209$4.2K0.0%IndexLowAtlanta, GA2026-10-23
SBI Securities Co., Ltd.
194$3.9K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Fortitude Family Office, LLC
118$2.4K0.0%ETFMediumScottsdale, AZ2026-10-14
SJS Investment Consulting Inc.
83$1.7K0.0%ETFVery LowSylvania, OH2026-10-26
Farther Finance Advisors, LLC
69$1.4K0.0%IndexLowSan Francisco, CA2026-10-08
Covestor Ltd
61$10.0%ValueHighLondon, United Kingdom2026-10-30
Gamma Investing LLC
30$5980.0%IndexVery LowFoster City, CA2026-10-08
EverSource Wealth Advisors, LLC
29$5780.0%CoreMediumBirmingham, AL2026-11-04
IFP Advisors, Inc
25$4980.0%GrowthLowTampa, FL2026-10-16
Parkside Financial Bank & Trust
20$3990.0%CoreVery LowSaint Louis, MO2026-10-27
Root Financial Partners, LLC
18$3590.0%ETFMediumEncinitas, CA2026-10-21
Essential Partners LLC
12$2390.0%ValueMediumRancho Santa Fe, CA2026-10-14
True Wealth Design, LLC
8$1600.0%ETFMediumAkron, OH2026-10-13