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PDLB
Ponce Financial Group, Inc.
Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
21
Partial Q3 2026
Total 13F value
$38.9M
Filed positions so far
New positions
5
This quarter
Sold positions
1
This quarter
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
M3F, Inc. | $36.1M | 1.81M | 9.23% | +6.6% |
Creative Planning | $998K | 50.0K | 0.00% | +89.3% |
Beese Fulmer Investment Management, Inc. | $808K | 40.5K | 0.05% | Unchanged |
Verdence Capital Advisors Llc | $698K | 35.0K | 0.03% | New Position |
Daytona Street Capital Llc | $197K | 9.7K | 0.14% | Unchanged |
Massmutual Private Wealth & Trust, Fsb | $42K | 2.1K | 0.00% | Unchanged |
American Capital Advisory, Llc | $20K | 1.0K | 0.01% | -28.6% |
State Of Alaska, Department Of Revenue | $18K | 939 | 0.00% | New Position |
Sterling Capital Management Llc | $8K | 399 | 0.00% | -2.2% |
Signaturefd, Llc | $4K | 209 | 0.00% | +287.0% |
Sbi Securities Co., Ltd. | $4K | 194 | 0.00% | +35.7% |
Fortitude Family Office, Llc | $2K | 118 | 0.00% | New Position |
Sjs Investment Consulting Inc. | $2K | 83 | 0.00% | +8200.0% |
Farther Finance Advisors, Llc | $1K | 69 | 0.00% | +1625.0% |
Covestor Ltd | $1K | 61 | 0.00% | +7.0% |
Gamma Investing Llc | $598 | 30 | 0.00% | +50.0% |
Ifp Advisors, Inc | $498 | 25 | 0.00% | Unchanged |
Parkside Financial Bank & Trust | $399 | 20 | 0.00% | New Position |
Root Financial Partners, Llc | $359 | 18 | 0.00% | New Position |
Essential Partners Llc | $239 | 12 | 0.00% | Unchanged |
True Wealth Design, Llc | $160 | 8 | 0.00% | +166.7% |