Ponce Financial Group Ownership | Who Owns Ponce Financial Group?

Ponce Financial Group Ownership Summary

Ponce Financial Group is owned by 18.32% institutional investors, 19.05% insiders, and 62.64% retail investors. T. rowe price investment management is the largest institutional shareholder, holding 10.25% of PDLB shares. T. Rowe Price Small-Cap Value is the top mutual fund, with 6.11% of its assets in Ponce Financial Group shares.

PDLB Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Ponce Financial Group	18.32%	19.05%	62.64%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Regional Banks Stocks	42.21%	12.07%	45.72%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
T. rowe price investment management	2.30M	10.25%	$29.92M
M3f	2.27M	10.09%	$29.45M
Blackrock funding, inc. /de	1.70M	7.56%	$22.07M
Blackrock	1.59M	7.10%	$14.50M
Vanguard group	1.09M	4.85%	$14.16M
Dimensional fund advisors lp	830.67K	3.70%	$10.80M
Bank of america corp /de/	500.00K	2.24%	$4.57M
Geode capital management	460.48K	2.05%	$5.99M
State street	276.61K	1.23%	$3.60M
First pacific advisors, lp	181.56K	0.81%	$2.36M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
M3f	2.27M	8.51%	$29.45M
Wittenberg investment management	64.22K	0.33%	$834.82K
Mangrove partners	163.36K	0.23%	$2.12M
Stilwell value	30.00K	0.20%	$390.00K
Fourthstone	67.98K	0.17%	$883.78K
683 capital management	106.14K	0.09%	$1.38M
Keeley-teton advisors	38.72K	0.06%	$503.33K
Beese fulmer investment management	45.56K	0.05%	$592.24K
First pacific advisors, lp	181.56K	0.03%	$2.36M
Skyview investment advisors	16.09K	0.03%	$147.00K

Top Buyers

Holder	Shares	% Assets	Change
Fourthstone	67.98K	0.17%	67.98K
Dimensional fund advisors lp	830.67K	0.00%	45.08K
Massmutual trust co fsb/adv	41.10K	0.01%	41.10K
Jpmorgan chase	66.65K	0.00%	34.53K
Raymond james financial	31.91K	0.00%	31.91K

Top Sellers

Holder	Shares	% Assets	Change
T. rowe price investment management	2.30M	0.02%	-82.50K
Wittenberg investment management	64.22K	0.33%	-41.10K
Maltese capital management	-	-	-37.26K
Morgan stanley	31.88K	-	-24.18K
Millennium management	-	-	-19.65K

New Positions

Holder	Shares	% Assets	Change	Value
Fourthstone	67.98K	0.17%	67.98K	$883.78K
Massmutual trust co fsb/adv	41.10K	0.01%	41.10K	$534.30K
Raymond james financial	31.91K	0.00%	31.91K	$414.86K
Invesco	24.05K	-	24.05K	$219.84K
First trust advisors lp	13.63K	0.00%	13.63K	$177.14K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-4.00
Capital performance advisors llp	-5.00
Picton mahoney asset management	-413.00
Metropolitan life insurance co/ny	-1.05K
Planned solutions	-1.20K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	29	-53.23%	4,111,827	-63.61%	18	0.72%	16	-51.52%	6	-50.00%
Sep 30, 2024	62	14.81%	11,298,626	3.55%	50	2.12%	33	26.92%	12	-20.00%
Jun 30, 2024	53	8.16%	10,865,550	0.75%	48	2.16%	26	36.84%	14	-30.00%
Mar 31, 2024	49	-5.77%	10,784,709	-2.59%	47	1.92%	19	-24.00%	20	42.86%
Dec 31, 2023	52	6.12%	11,071,962	2.65%	49	2.30%	25	66.67%	14	-12.50%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
T. Rowe Price Small-Cap Value	1.39M	6.11%	-154.70K
T. Rowe Price U.S. SC Value Eq Tr-D	712.54K	3.14%	3.35K
T. Rowe Price U.S. SC Value Eq Tr-Z	712.54K	2.99%	3.35K
Vanguard US Total Market Shares ETF	621.35K	2.74%	-
Vanguard Total Stock Mkt Idx Inv	621.35K	2.74%	-
iShares Russell 2000 ETF	521.25K	2.30%	-4.51K
Vanguard Institutional Extnd Mkt Idx Tr	322.73K	1.42%	-
Fidelity Small Cap Index	184.34K	0.81%	-3.45K
iShares Russell 2000 Value ETF	179.59K	0.79%	-
DFA US Targeted Value I	139.27K	0.61%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
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
Mar 10, 2023	Tsavaris Steven	Executive Chairman	Buy	$40.33K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	-	-
2024 Q4	-	-
2023 Q4	-	-
2023 Q3	-	-
2023 Q2	1	-

PDLB Ownership FAQ

Who Owns Ponce Financial Group?

Ponce Financial Group shareholders are primarily institutional investors at 18.32%, followed by 19.05% insiders and 62.63% retail investors. The average institutional ownership in Ponce Financial Group's industry, Regional Banks Stocks, is 42.21%, which Ponce Financial Group falls below.

Who owns the most shares of Ponce Financial Group?

Ponce Financial Group’s largest shareholders are T. rowe price investment management (2.3M shares, 10.25%), M3f (2.27M shares, 10.09%), and Blackrock funding, inc. /de (1.7M shares, 7.56%). Together, they hold 27.91% 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 8.51% of its assets in 2.27M Ponce Financial Group shares, valued at 29.45M$.

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 6.11% of its total shares outstanding invested in 1.39M Ponce Financial Group shares.

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