Ponce Financial Group Ownership | Who Owns Ponce Financial Group?

Ponce Financial Group Ownership Summary

Ponce Financial Group is owned by 48.61% institutional investors, 19.38% insiders, and 32.01% retail investors. T. rowe price investment management is the largest institutional shareholder, holding 10.73% of PDLB shares. T. Rowe Price Small-Cap Value is the top mutual fund, with 7.25% of its assets in Ponce Financial Group shares.

PDLB Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Ponce Financial Group	48.61%	19.38%	32.01%
Sector	Financial Services Stocks	43.07%	12.53%	44.40%
Industry	Regional Banks Stocks	49.28%	11.59%	39.13%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
T. rowe price investment management	2.40M	10.73%	$21.93M
M3f	2.24M	10.00%	$20.43M
Blackrock	1.59M	7.10%	$14.50M
Vanguard group	1.08M	4.82%	$9.85M
Dimensional fund advisors lp	715.74K	3.20%	$6.54M
Bank of america corp /de/	500.00K	2.24%	$4.57M
Geode capital management	452.82K	2.03%	$4.14M
State street	285.63K	1.28%	$2.61M
Alliancebernstein	182.92K	0.82%	$1.67M
First pacific advisors, lp	181.56K	0.81%	$1.66M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
M3f	2.24M	7.56%	$20.43M
Wittenberg investment management	105.32K	0.33%	$962.60K
Stilwell value	30.00K	0.14%	$274.20K
Mangrove partners	174.09K	0.12%	$1.59M
683 capital management	106.14K	0.07%	$970.09K
Keeley-teton advisors	38.72K	0.05%	$353.88K
Skyview investment advisors	16.09K	0.03%	$147.00K
First pacific advisors, lp	181.56K	0.02%	$1.66M
T. rowe price investment management	2.40M	0.01%	$21.93M
Bridgeway capital management	64.27K	0.01%	$587.46K

Top Buyers

Holder	Shares	% Assets	Change
M3f	2.24M	7.56%	72.13K
Dimensional fund advisors lp	715.74K	0.00%	64.45K
Invesco	24.05K	-	24.05K
Jane street group	20.65K	-	20.65K
Blackrock	1.59M	0.00%	17.17K

Top Sellers

Holder	Shares	% Assets	Change
Maltese capital management	-	-	-37.26K
Morgan stanley	31.88K	-	-24.18K
Jpmorgan chase	11.87K	-	-22.76K
Campbell & co investment adviser	-	-	-15.96K
Alliancebernstein	182.92K	0.00%	-14.47K

New Positions

Holder	Shares	% Assets	Change	Value
Invesco	24.05K	-	24.05K	$219.84K
Goldman sachs group	14.98K	-	14.98K	$136.94K
Corebridge financial	10.40K	0.00%	10.40K	$95.09K
Mirae asset global etfs	9.76K	0.00%	9.76K	$89.22K
Picton mahoney asset management	1.08K	0.00%	1.08K	$10.00K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-4.00
Metropolitan life insurance co/ny	-1.05K
American group	-9.59K
Campbell & co investment adviser	-15.96K
Maltese capital management	-37.26K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	49	-2.00%	10,786,136	0.00%	46	2.17%	15	-53.13%	16	60.00%
Jun 30, 2023	50	-5.66%	10,785,687	8.03%	46	2.52%	32	-8.57%	10	-9.09%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
T. Rowe Price Small-Cap Value	1.63M	7.25%	-14.71K
T. Rowe Price U.S. SC Value Eq Tr-Z	709.19K	3.16%	1.60K
Vanguard Total Stock Mkt Idx Inv	621.35K	2.77%	-
iShares Russell 2000 ETF	492.92K	2.20%	-1.11K
Vanguard Institutional Extnd Mkt Idx Tr	322.73K	1.44%	-
Fidelity Small Cap Index	188.02K	0.84%	-1.54K
iShares Russell 2000 Value ETF	186.53K	0.83%	-
DFA US Targeted Value I	137.90K	0.61%	2.43K
Fidelity Extended Market Index	128.53K	0.57%	1.52K
Dimensional US Targeted Value ETF	100.63K	0.45%	-

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
2023 Q4	-	-
2023 Q3	-	-
2023 Q2	1	-
2023 Q1	8	-
2022 Q4	-	1

PDLB Ownership FAQ

Who Owns Ponce Financial Group?

Ponce Financial Group shareholders are primarily institutional investors at 48.61%, followed by 19.38% insiders and 32.01% retail investors. The average institutional ownership in Ponce Financial Group's industry, Regional Banks Stocks, is 49.28%, 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 (2.4M shares, 10.73%), M3f (2.24M shares, 10.00%), and Blackrock (1.59M shares, 7.10%). Together, they hold 27.83% 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 7.56% of its assets in 2.24M Ponce Financial Group shares, valued at 20.43M$.

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 7.25% of its total shares outstanding invested in 1.63M Ponce Financial Group shares.

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