Company · Ownership research

Ponce Financial Group, Inc. PDLB

CIK 0001874071 · CUSIP 732344106

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 732344106 (PDLB), not CUSIP 69290X101 (PDLB), and does not merge CUSIPs.

This page lists the top 20 of 34 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	M3F, Inc. CIK 1511291 · View history	$36.10M 1,810,519 shares	9.23%	+111.56K(+6.60%)Added	SEC filing ↗ Oct 21, 2026	▾
02	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$18.94M 949,836 shares	0.00%	-4.70K(-0.50%)Reduced	SEC filing ↗ Nov 4, 2026	▾
03	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$9.62M 482,292 shares	0.00%	-13.99K(-2.80%)Reduced	SEC filing ↗ Nov 6, 2026	▾
04	Bank of New York Mellon Corp CIK 1390777 · View history	$1.11M 55,700 shares	0.00%	+816(+1.50%)Added	SEC filing ↗ Nov 5, 2026	▾
05	Creative Planning CIK 1540235 · View history	$997.56K 50,028 shares	0.00%	+23.59K(+89.30%)Added	SEC filing ↗ Nov 2, 2026	▾
06	BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 911274 · View history	$808.27K 40,535 shares	0.05%	0(0.00%)Unchanged	SEC filing ↗ Oct 23, 2026	▾
07	Verdence Capital Advisors LLC CIK 1719305 · View history	$697.90K 35,000 shares	0.03%	+35.00KNew	SEC filing ↗ Oct 26, 2026	▾
08	Russell Investments Group, Ltd. CIK 1692234 · View history	$346.38K 17,370 shares	0.00%	+1.86K(+12.00%)Added	SEC filing ↗ Nov 6, 2026	▾
09	DEUTSCHE BANK AG\ CIK 948046 · View history	$343.77K 17,240 shares	0.00%	-2.51K(-12.70%)Reduced	SEC filing ↗ Nov 6, 2026	▾
10	Daytona Street Capital LLC CIK 2101936 · View history	$196.85K 9,666 shares	0.14%	0(0.00%)Unchanged	SEC filing ↗ Oct 15, 2026	▾
11	BARCLAYS PLC CIK 312069 · View history	$163.73K 8,211 shares	0.00%	+5.10K(+163.70%)Added	SEC filing ↗ Nov 6, 2026	▾
12	AlphaCentric Advisors LLC CIK 1913464 · View history	$149.55K 7,500 shares	0.13%	+7.50KNew	SEC filing ↗ Nov 3, 2026	▾
13	CITIGROUP INC CIK 831001 · View history	$95.00K 4,764 shares	0.00%	-5.02K(-51.30%)Reduced	SEC filing ↗ Nov 4, 2026	▾
14	MassMutual Private Wealth & Trust, FSB CIK 1103653 · View history	$42.41K 2,127 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Oct 5, 2026	▾
15	American Capital Advisory, LLC CIK 2018007 · View history	$19.94K 1,000 shares	0.01%	-400(-28.60%)Reduced	SEC filing ↗ Oct 28, 2026	▾
16	State of Alaska, Department of Revenue CIK 1370102 · View history	$18.00K 939 shares	0.00%	+939New	SEC filing ↗ Oct 15, 2026	▾
17	Sterling Capital Management LLC CIK 1329883 · View history	$7.96K 399 shares	0.00%	-9(-2.20%)Reduced	SEC filing ↗ Oct 22, 2026	▾
18	SIGNATUREFD, LLC CIK 1456048 · View history	$4.17K 209 shares	0.00%	+155(+287.00%)Added	SEC filing ↗ Oct 23, 2026	▾
19	SBI Securities Co., Ltd. CIK 1851815 · View history	$3.87K 194 shares	0.00%	+51(+35.70%)Added	SEC filing ↗ Oct 22, 2026	▾
20	Allworth Financial LP CIK 1555170 · View history	$2.63K 132 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 6, 2026	▾

Showing 20 / 34 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

3,494,187

Not deduplicated across managers

Disclosed value

$69.68M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

Ponce Financial Group, Inc. · Q3 2026

Explore all 34 reporting institutions.

This page includes 20 of 34 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.