Ponce Financial Group Inc (PDLB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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M3f, Inc.

INCREASED

Shares1,810,519 from 1,698,960

Change+111,559 (+7%)

Value$36.1K (-$33.8M)

Filed 2026-10-21

Dimensional Fund Advisors LP

DECREASED

Shares949,836 from 954,536

Change-4,700 (0%)

Value$18.9M (-$93.7K)

Filed 2026-11-04

Geode Capital Management, LLC

DECREASED

Shares482,292 from 496,282

Change-13,990 (-3%)

Value$9.6M (-$278.9K)

Filed 2026-11-06

Bank of New York Mellon Corp

INCREASED

Shares55,700 from 54,884

Change+816 (+1%)

Value$1.1M (+$16.3K)

Filed 2026-11-05

Creative Planning

INCREASED

Shares50,028 from 26,433

Change+23,595 (+89%)

Value$997.6K (+$470.5K)

Filed 2026-11-02

Beese Fulmer Investment Management, Inc.

UNCHANGED

Shares40,535 from 40,535

Change0 (0%)

Value$808.3K ($0)

Filed 2026-10-23

Verdence Capital Advisors LLC

NEW

Shares35,000

Change+35,000

Value$697.9K

Filed 2026-10-26

Russell Investments Group, Ltd.

INCREASED

Shares17,370 from 15,505

Change+1,865 (+12%)

Value$346.4K (+$37.2K)

Filed 2026-11-06

Daytona Street Capital LLC

UNCHANGED

Shares9,666 from 9,666

Change0 (0%)

Value$196.8K (+$5.2K)

Filed 2026-10-15

Barclays PLC

INCREASED

Shares8,211 from 3,114

Change+5,097 (+164%)

Value$163.7K (+$101.6K)

Filed 2026-11-06

AlphaCentric Advisors LLC

NEW

Shares7,500

Change+7,500

Value$149.6K

Filed 2026-11-03

Citigroup Inc

DECREASED

Shares4,764 from 9,787

Change-5,023 (-51%)

Value$95.0K (-$100.2K)

Filed 2026-11-04

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares2,127 from 2,127

Change0 (0%)

Value$42.4K ($0)

Filed 2026-10-05

American Capital Advisory, LLC

DECREASED

Shares1,000 from 1,400

Change-400 (-29%)

Value$19.9K (-$8.0K)

Filed 2026-10-28

State of Alaska, Department of Revenue

NEW

Shares939

Change+939

Value$18

Filed 2026-10-15

Sterling Capital Management LLC

DECREASED

Shares399 from 408

Change-9 (-2%)

Value$8.0K (-$180)

Filed 2026-10-22

Signaturefd, LLC

INCREASED

Shares209 from 54

Change+155 (+287%)

Value$4.2K (+$3.1K)

Filed 2026-10-23

SBI Securities Co., Ltd.

INCREASED

Shares194 from 143

Change+51 (+36%)

Value$3.9K (+$1.0K)

Filed 2026-10-22

Allworth Financial LP

UNCHANGED

Shares132 from 132

Change0 (0%)

Value$2.6K ($0)

Filed 2026-11-06

Fortitude Family Office, LLC

NEW

Shares118

Change+118

Value$2.4K

Filed 2026-10-14

SJS Investment Consulting Inc.

INCREASED

Shares83 from 1

Change+82 (+8200%)

Value$1.7K (+$1.6K)

Filed 2026-10-26

Farther Finance Advisors, LLC

INCREASED

Shares69 from 4

Change+65 (+1625%)

Value$1.4K (+$1.3K)

Filed 2026-10-08

Covestor Ltd

INCREASED

Shares61 from 57

Change+4 (+7%)

Value$1 ($0)

Filed 2026-10-30

PNC Financial Services Group, Inc.

DECREASED

Shares32 from 64

Change-32 (-50%)

Value$638 (-$638)

Filed 2026-11-06

Gamma Investing LLC

INCREASED

Shares30 from 20

Change+10 (+50%)

Value$598 (+$199)

Filed 2026-10-08

EverSource Wealth Advisors, LLC

INCREASED

Shares29 from 28

Change+1 (+4%)

Value$578 (+$20)

Filed 2026-11-04

IFP Advisors, Inc

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$498 ($0)

Filed 2026-10-16

Parkside Financial Bank & Trust

NEW

Shares20

Change+20

Value$399

Filed 2026-10-27

US Bancorp \de\

UNCHANGED

Shares20 from 20

Change0 (0%)

Value$399 ($0)

Filed 2026-11-05

Root Financial Partners, LLC

NEW

Shares18

Change+18

Value$359

Filed 2026-10-21

Essential Partners LLC

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$239 ($0)

Filed 2026-10-14

True Wealth Design, LLC

INCREASED

Shares8 from 3

Change+5 (+167%)

Value$160 (+$100)

Filed 2026-10-13

Clearstead Advisors, LLC

NEW

Shares1

Change+1

Value$20

Filed 2026-11-06

Pekin Hardy Strauss, Inc.

CLOSED

Shares0 from 10,000

Change-10,000 (-100%)

Value$0 (-$199.4K)

Filed 2026-11-02

T. Rowe Price Investment Management, Inc.

N/A

Shares— from 1,912,897

Change-1,912,897 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 1,735,395

Change-1,735,395 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 877,782

Change-877,782 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 508,102

Change-508,102 (-100%)

Value—

State Street Corp

N/A

Shares— from 380,812

Change-380,812 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 358,482

Change-358,482 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 234,908

Change-234,908 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 231,135

Change-231,135 (-100%)

Value—

Mangrove Partners IM, LLC

N/A

Shares— from 191,343

Change-191,343 (-100%)

Value—

First Pacific Advisors, LP

N/A

Shares— from 181,562

Change-181,562 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 162,592

Change-162,592 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 151,268

Change-151,268 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 139,750

Change-139,750 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 135,780

Change-135,780 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 130,000

Change-130,000 (-100%)

Value—

Empirical Finance, LLC

N/A

Shares— from 114,179

Change-114,179 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 89,948

Change-89,948 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 63,167

Change-63,167 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 60,801

Change-60,801 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 57,539

Change-57,539 (-100%)

Value—

Wittenberg Investment Management, Inc.

N/A

Shares— from 45,806

Change-45,806 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 38,801

Change-38,801 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 37,151

Change-37,151 (-100%)

Value—

Zacks Investment Management

N/A

Shares— from 36,424

Change-36,424 (-100%)

Value—

Informed Momentum Co LLC

N/A

Shares— from 35,185

Change-35,185 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 33,036

Change-33,036 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 26,703

Change-26,703 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 26,116

Change-26,116 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 25,244

Change-25,244 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 23,099

Change-23,099 (-100%)

Value—

Stilwell Value LLCA

N/A

Shares— from 20,000

Change-20,000 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 19,930

Change-19,930 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 19,747

Change-19,747 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 18,614

Change-18,614 (-100%)

Value—

UBS Group AG

N/A

Shares— from 17,551

Change-17,551 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 16,984

Change-16,984 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 12,461

Change-12,461 (-100%)

Value—

Operose Advisors LLC

N/A

Shares— from 12,000

Change-12,000 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 11,446

Change-11,446 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 11,360

Change-11,360 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 10,791

Change-10,791 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 10,233

Change-10,233 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 9,317

Change-9,317 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 7,269

Change-7,269 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 6,285

Change-6,285 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 4,764

Change-4,764 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 3,311

Change-3,311 (-100%)

Value—

FMR LLC

N/A

Shares— from 2,901

Change-2,901 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 2,080

Change-2,080 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,924

Change-1,924 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,782

Change-1,782 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 1,689

Change-1,689 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Quarry LP

N/A

Shares— from 292

Change-292 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 276

Change-276 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 246

Change-246 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 130

Change-130 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 46

Change-46 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 45

Change-45 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
M3f, Inc.	INCREASED	1,810,519	1,698,960	+111,559	+7%	$33.9M	$36.1K	-$33.8M	2026-10-21
Dimensional Fund Advisors LP	DECREASED	949,836	954,536	-4,700	0%	$19.0M	$18.9M	-$93.7K	2026-11-04
Geode Capital Management, LLC	DECREASED	482,292	496,282	-13,990	-3%	$9.9M	$9.6M	-$278.9K	2026-11-06
Bank of New York Mellon Corp	INCREASED	55,700	54,884	+816	+1%	$1.1M	$1.1M	+$16.3K	2026-11-05
Creative Planning	INCREASED	50,028	26,433	+23,595	+89%	$527.1K	$997.6K	+$470.5K	2026-11-02
Beese Fulmer Investment Management, Inc.	UNCHANGED	40,535	40,535	0	0%	$808.3K	$808.3K	$0	2026-10-23
Verdence Capital Advisors LLC	NEW	35,000	—	+35,000	—	—	$697.9K	—	2026-10-26
Russell Investments Group, Ltd.	INCREASED	17,370	15,505	+1,865	+12%	$309.2K	$346.4K	+$37.2K	2026-11-06
Daytona Street Capital LLC	UNCHANGED	9,666	9,666	0	0%	$191.7K	$196.8K	+$5.2K	2026-10-15
Barclays PLC	INCREASED	8,211	3,114	+5,097	+164%	$62.1K	$163.7K	+$101.6K	2026-11-06
AlphaCentric Advisors LLC	NEW	7,500	—	+7,500	—	—	$149.6K	—	2026-11-03
Citigroup Inc	DECREASED	4,764	9,787	-5,023	-51%	$195.2K	$95.0K	-$100.2K	2026-11-04
MassMutual Private Wealth & Trust, FSB	UNCHANGED	2,127	2,127	0	0%	$42.4K	$42.4K	$0	2026-10-05
American Capital Advisory, LLC	DECREASED	1,000	1,400	-400	-29%	$27.9K	$19.9K	-$8.0K	2026-10-28
State of Alaska, Department of Revenue	NEW	939	—	+939	—	—	$18	—	2026-10-15
Sterling Capital Management LLC	DECREASED	399	408	-9	-2%	$8.1K	$8.0K	-$180	2026-10-22
Signaturefd, LLC	INCREASED	209	54	+155	+287%	$1.1K	$4.2K	+$3.1K	2026-10-23
SBI Securities Co., Ltd.	INCREASED	194	143	+51	+36%	$2.9K	$3.9K	+$1.0K	2026-10-22
Allworth Financial LP	UNCHANGED	132	132	0	0%	$2.6K	$2.6K	$0	2026-11-06
Fortitude Family Office, LLC	NEW	118	—	+118	—	—	$2.4K	—	2026-10-14
SJS Investment Consulting Inc.	INCREASED	83	1	+82	+8200%	$20	$1.7K	+$1.6K	2026-10-26
Farther Finance Advisors, LLC	INCREASED	69	4	+65	+1625%	$80	$1.4K	+$1.3K	2026-10-08
Covestor Ltd	INCREASED	61	57	+4	+7%	$1	$1	$0	2026-10-30
PNC Financial Services Group, Inc.	DECREASED	32	64	-32	-50%	$1.3K	$638	-$638	2026-11-06
Gamma Investing LLC	INCREASED	30	20	+10	+50%	$399	$598	+$199	2026-10-08
EverSource Wealth Advisors, LLC	INCREASED	29	28	+1	+4%	$558	$578	+$20	2026-11-04
IFP Advisors, Inc	UNCHANGED	25	25	0	0%	$498	$498	$0	2026-10-16
Parkside Financial Bank & Trust	NEW	20	—	+20	—	—	$399	—	2026-10-27
US Bancorp \de\	UNCHANGED	20	20	0	0%	$399	$399	$0	2026-11-05
Root Financial Partners, LLC	NEW	18	—	+18	—	—	$359	—	2026-10-21
Essential Partners LLC	UNCHANGED	12	12	0	0%	$239	$239	$0	2026-10-14
True Wealth Design, LLC	INCREASED	8	3	+5	+167%	$60	$160	+$100	2026-10-13
Clearstead Advisors, LLC	NEW	1	—	+1	—	—	$20	—	2026-11-06
Pekin Hardy Strauss, Inc.	CLOSED	0	10,000	-10,000	-100%	$199.4K	$0	-$199.4K	2026-11-02
T. Rowe Price Investment Management, Inc.	N/A	—	1,912,897	-1,912,897	-100%	$38.1M	—	—	—
BlackRock, Inc.	N/A	—	1,735,395	-1,735,395	-100%	$34.6M	—	—	—
Vanguard Capital Management LLC	N/A	—	877,782	-877,782	-100%	$17.5M	—	—	—
Bank of America Corp	N/A	—	508,102	-508,102	-100%	$10.1M	—	—	—
State Street Corp	N/A	—	380,812	-380,812	-100%	$7.6M	—	—	—
Alliancebernstein L.P.	N/A	—	358,482	-358,482	-100%	$6.0M	—	—	—
American Century Companies Inc	N/A	—	234,908	-234,908	-100%	$4.7M	—	—	—
Renaissance Technologies LLC	N/A	—	231,135	-231,135	-100%	$4.6M	—	—	—
Mangrove Partners IM, LLC	N/A	—	191,343	-191,343	-100%	$3.8M	—	—	—
First Pacific Advisors, LP	N/A	—	181,562	-181,562	-100%	$3.6M	—	—	—
Northern Trust Corp	N/A	—	162,592	-162,592	-100%	$3.2M	—	—	—
Marshall Wace, LLP	N/A	—	151,268	-151,268	-100%	$3.0M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	139,750	-139,750	-100%	$2.8M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	135,780	-135,780	-100%	$2.7M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	130,000	-130,000	-100%	$2.6M	—	—	—
Empirical Finance, LLC	N/A	—	114,179	-114,179	-100%	$2.3M	—	—	—
Algert Global LLC	N/A	—	89,948	-89,948	-100%	$1.8M	—	—	—
Goldman Sachs Group Inc	N/A	—	63,167	-63,167	-100%	$1.3M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	60,801	-60,801	-100%	$1.2M	—	—	—
Citadel Advisors LLC	N/A	—	57,539	-57,539	-100%	$1.1M	—	—	—
Wittenberg Investment Management, Inc.	N/A	—	45,806	-45,806	-100%	$913.4K	—	—	—
Sanctuary Advisors, LLC	N/A	—	38,801	-38,801	-100%	$773.7K	—	—	—
State of Wisconsin Investment Board	N/A	—	37,151	-37,151	-100%	$740.8K	—	—	—
Zacks Investment Management	N/A	—	36,424	-36,424	-100%	$726.3K	—	—	—
Informed Momentum Co LLC	N/A	—	35,185	-35,185	-100%	$701.6K	—	—	—
Nuveen, LLC	N/A	—	33,036	-33,036	-100%	$658.7K	—	—	—
SEI Investments Co	N/A	—	26,703	-26,703	-100%	$532.5K	—	—	—
Morgan Stanley	N/A	—	26,116	-26,116	-100%	$520.8K	—	—	—
Rhumbline Advisers	N/A	—	25,244	-25,244	-100%	$503.4K	—	—	—
AQR Capital Management LLC	N/A	—	23,099	-23,099	-100%	$460.6K	—	—	—
Stilwell Value LLCA	N/A	—	20,000	-20,000	-100%	$398.8K	—	—	—
Occudo Quantitative Strategies LP	N/A	—	19,930	-19,930	-100%	$397.4K	—	—	—
Deutsche Bank Ag\	N/A	—	19,747	-19,747	-100%	$393.8K	—	—	—
Trexquant Investment LP	N/A	—	18,614	-18,614	-100%	$371.2K	—	—	—
UBS Group AG	N/A	—	17,551	-17,551	-100%	$350.0K	—	—	—
Wells Fargo & Company	N/A	—	16,984	-16,984	-100%	$338.7K	—	—	—
Invesco Ltd.	N/A	—	12,461	-12,461	-100%	$248.5K	—	—	—
Operose Advisors LLC	N/A	—	12,000	-12,000	-100%	$239.3K	—	—	—
MetLife Investment Management, LLC	N/A	—	11,446	-11,446	-100%	$228.2K	—	—	—
Franklin Resources Inc	N/A	—	11,360	-11,360	-100%	$226.5K	—	—	—
JPMorgan Chase & Co	N/A	—	10,791	-10,791	-100%	$215.6K	—	—	—
XTX Topco Ltd	N/A	—	10,233	-10,233	-100%	$204.0K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	9,317	-9,317	-100%	$185.8K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	7,269	-7,269	-100%	$144.9K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	6,285	-6,285	-100%	$125.3K	—	—	—
New York State Common Retirement Fund	N/A	—	4,764	-4,764	-100%	$95.0K	—	—	—
BNP Paribas Financial Markets	N/A	—	3,311	-3,311	-100%	$66.0K	—	—	—
FMR LLC	N/A	—	2,901	-2,901	-100%	$57.9K	—	—	—
Legal & General Group Plc	N/A	—	2,080	-2,080	-100%	$41.5K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,924	-1,924	-100%	$38.4K	—	—	—
Royal Bank of Canada	N/A	—	1,782	-1,782	-100%	$35.0K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	1,689	-1,689	-100%	$33.7K	—	—	—
BFC Planning, Inc.	N/A	—	1,000	-1,000	-100%	$19.9K	—	—	—
Quarry LP	N/A	—	292	-292	-100%	$5.8K	—	—	—
California State Teachers Retirement System	N/A	—	276	-276	-100%	$5.5K	—	—	—
UBS Asset Management Americas LLC	N/A	—	246	-246	-100%	$4.9K	—	—	—
Arax Advisory Partners	N/A	—	130	-130	-100%	$2.6K	—	—	—
Optiver Holding B.V.	N/A	—	46	-46	-100%	$917	—	—	—
Rothschild Investment LLC	N/A	—	45	-45	-100%	$897	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	1	-1	-100%	$20	—	—	—

Showing 94 of 94 institutions