As of the latest SEC filings, Ponce Financial Group, Inc. (PDLB) is held by 118 institutional funds. The largest fund shareholder is T. Rowe Price Small-Cap Value Fund, Inc. (PASVX), holding an estimated $18,809,026.65 in market value, representing 0.20% of its portfolio.
Funds holding Ponce Financial Group, Inc. (PDLB)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PDLB
- CIK:
- 0001874071
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
PASVX
T. Rowe Price Small-Cap Value Fund, Inc.
|
MF | T. Rowe Price | 0.20% | $18,809,026.65 | 1,125,615 | Mar 31, 2026 | May 28, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $10,391,046.66 | 621,846 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $7,962,030.93 | 476,483 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $3,831,018.15 | 229,265 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $3,239,126.82 | 185,517 | Apr 30, 2026 | Jun 26, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.02% | $2,845,161.57 | 170,267 | Mar 31, 2026 | May 28, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.02% | $2,533,760.28 | 145,118 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $2,186,376.12 | 125,222 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.02% | $2,157,287.76 | 123,556 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $1,808,524.26 | 103,581 | Apr 30, 2026 | Jun 24, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $1,685,255.00 | 103,708 | Feb 28, 2026 | Apr 24, 2026 |
|
ITOT
iShares Core S&P Total U.S. Stock Market ETF
|
ETF | BlackRock / iShares | 0.00% | $1,648,224.27 | 98,637 | Mar 31, 2026 | May 28, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $1,588,600.00 | 97,760 | Feb 28, 2026 | Apr 28, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $1,385,136.72 | 79,332 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $1,033,754.22 | 59,207 | Apr 30, 2026 | Jun 24, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.07% | $828,181.02 | 49,562 | Mar 31, 2026 | May 28, 2026 |
|
DFAC
Dimensional U.S. Core Equity 2 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $795,547.44 | 45,564 | Apr 30, 2026 | Jun 29, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.01% | $752,229.18 | 43,083 | Apr 30, 2026 | Jun 25, 2026 |
|
DFQTX
U.S. CORE EQUITY 2 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $693,685.80 | 39,730 | Apr 30, 2026 | Jun 24, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $687,797.50 | 42,326 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $685,305.00 | 39,250 | Apr 30, 2026 | Jun 29, 2026 |
|
SMLV
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF
|
ETF | State Street (SPDR) | 0.25% | $666,645.45 | 39,895 | Mar 31, 2026 | May 28, 2026 |
|
ZSCCX
Zacks Small-Cap Core Fund
|
MF | Independent / Boutique | 1.94% | $596,066.25 | 36,681 | Feb 28, 2026 | Apr 28, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $500,581.25 | 30,805 | Feb 28, 2026 | Apr 24, 2026 |
|
-
Master Small Cap Index Series
|
ETF | Independent / Boutique | 0.01% | $483,303.33 | 28,923 | Mar 31, 2026 | May 28, 2026 |
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