undamentalytics Newsletter

Ponce Financial Group, Inc.: which funds bought and sold

Institutions that bought and sold Ponce Financial Group shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 45 institutions that filed 13F reports for both quarters added to or opened positions in Ponce Financial Group, and 35 cut or closed them. Together they sold a net 186K shares, −1.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 84K shares (+2.5%); index fund managers were net buyers of 240K shares (+6.4%). 8 opened a new position and 10 sold out entirely.

Bought, Q2 2026 45 institutions, 8 of them new holders Sold, Q2 2026 35 institutions, 10 of them sold out
Net change, all compared −186K shares (−1.6%)
Net change, active managers +84K shares (+2.5%), 6 bought, 8 sold

Buyers versus sellers

institutions compared, 96
Active managers and hedge funds 6 bought · 8 sold · +84K
Index fund managers 8 bought · 1 sold · +240K
Other institutions 31 bought · 26 sold · −511K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
American Century Companies Inc Active manager +192K +447.6% 235K $4.7M
Blackrock, Inc. Index funds +114K +7.0% 1.7M $34.6M
Alliancebernstein L.P. Active manager +69K +24.0% 358K $6M
State Street Corp Index funds +42K +12.4% 381K $7.6M
Algert Global LLC Hedge fund +41K +83.9% 90K $1.8M
Sanctuary Advisors, LLC +39K New position 39K $773,692
Geode Capital Management, LLC Index funds +33K +7.1% 496K $9.9M
Vanguard Portfolio Management LLC Index funds +23K +20.6% 136K $2.7M
Occudo Quantitative Strategies LP +20K New position 20K $397,404
State Of Wisconsin Investment Board +18K +98.9% 37K $740,791
Dimensional Fund Advisors LP +15K +1.6% 955K $19M
Northern Trust Corp Index funds +15K +10.3% 163K $3.2M
Deutsche Bank Ag\ +13K +207.0% 20K $393,755
Russell Investments Group, Ltd. +13K +558.4% 16K $309,169
Connor, Clark & Lunn Investment Management Ltd. +11K +9.5% 130K $2.6M
Wells Fargo & Company +9,552 +128.5% 17K $338,661
T. Rowe Price Investment Management, Inc. Active manager +7,750 +0.4% 1.9M $38.1M
Vanguard Capital Management LLC Index funds +7,416 +0.9% 878K $17.5M
Citigroup Inc +6,875 +236.1% 9,787 $195,152
Charles Schwab Investment Management Inc Index funds +6,229 +11.4% 61K $1.2M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
M3F, Inc. −305K −15.2% 1.7M $33.9M
Empirical Finance, LLC −133K −53.8% 114K $2.3M
Raymond James Financial Inc −120K Sold out 0 —
Qube Research & Technologies Ltd Hedge fund −55K Sold out 0 —
GAMCO Investors, Inc. Et Al Active manager −39K Sold out 0 —
Trexquant Investment LP Hedge fund −37K −66.5% 19K $371,163
Xtx Topco Ltd −29K −74.2% 10K $204,046
Citadel Advisors LLC Hedge fund −28K −32.9% 58K $1.1M
Jane Street Group, LLC −26K Sold out 0 —
Panagora Asset Management Inc Active manager −25K Sold out 0 —
Sei Investments Co −24K −47.1% 27K $532,458
Marshall Wace, LLP Hedge fund −23K −13.3% 151K $3M
Wittenberg Investment Management, Inc. −18K −28.7% 46K $913,372
Millennium Management LLC Hedge fund −15K Sold out 0 —
Renaissance Technologies LLC Hedge fund −11K −4.5% 231K $4.6M
Morgan Stanley −7,646 −22.6% 26K $520,754
Daytona Street Capital LLC −2,334 −19.4% 9,666 $191,677
Mai Capital Management −2,003 Sold out 0 —
Northwestern Mutual Wealth Management Co −1,895 Sold out 0 —
Rhumbline Advisers Index funds −1,891 −7.0% 25K $503,357

New positions

largest by value
InstitutionSharesValue June 30, 2026
Sanctuary Advisors, LLC 39K $773,692
Occudo Quantitative Strategies LP 20K $397,404
Royal Bank Of Canada 1,782 $35,000
Quarry LP 292 $5,822
Sbi Securities Co., Ltd. 143 $2,851
Arax Advisory Partners 130 $2,592
Integrated Wealth Concepts LLC 125 $2,494
Sjs Investment Consulting Inc. 1 $20

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Raymond James Financial Inc 120K $2M
Qube Research & Technologies LtdHedge fund 55K $916,527
GAMCO Investors, Inc. Et AlActive manager 39K $646,978
Jane Street Group, LLC 26K $436,566
Panagora Asset Management IncActive manager 25K $421,627
Millennium Management LLCHedge fund 15K $258,270
Mai Capital Management 2,003 $33,471
Northwestern Mutual Wealth Management Co 1,895 $31,665
Osaic Holdings, Inc. 430 $7,184
Root Financial Partners, LLC 7 $117

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
87
Ten largest holders
79.0%
of 13F-reported shares
Index fund managers
34.6%
of 13F-reported shares
Active managers and hedge funds
29.9%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 6 8 0 4 +84K +2.5%
Index fund managers 8 1 0 0 +240K +6.4%
Other institutions 31 26 8 6 −511K −11.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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