Filing Research | PDLB - PONCE FINANCIAL GROUP INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

10 / 10 loaded

#		Instrument	quantity
1	Police & Firemen's Retirement System of New Jersey	Shares	6.3KSH	$125.3K
2	MassMutual Private Wealth & Trust, FSB	Shares	2.1KSH	$42.4K
3	SBI Securities Co., Ltd.	Shares	143SH	$2.9K
4	SIGNATUREFD, LLC	Shares	54SH	$1.1K
5	EverSource Wealth Advisors, LLC	Shares	28SH	$558
6	IFP Advisors, Inc	Shares	25SH	$498
7	GAMMA Investing LLC	Shares	20SH	$399
8	Farther Finance Advisors, LLC	Shares	4SH	$80
9	True Wealth Design, LLC	Shares	3SH	$60
10	SJS Investment Consulting Inc.	Shares	1SH	$20

Manager changes2026-06-30 vs 2026-03-31

10 / 10 loaded

#		Instrument
1	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$20.3K	$125.3K
2	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$6.9K	$42.4K
3	SBI Securities Co., Ltd. new	Shares	+143	+$2.9K	$2.9K
4	EverSource Wealth Advisors, LLC added	Shares	+13	+$307	$558
5	SIGNATUREFD, LLC unchanged	Shares	0	+$175	$1.1K
6	GAMMA Investing LLC unchanged	Shares	0	+$65	$399
7	Farther Finance Advisors, LLC added	Shares	+1	+$29	$80
8	SJS Investment Consulting Inc. new	Shares	+1	+$20	$20
9	True Wealth Design, LLC trimmed	Shares	-7	-$108	$60
10	IFP Advisors, Inc trimmed	Shares	-949	-$15.8K	$498

Filing Research | PDLB - PONCE FINANCIAL GROUP INC Institutional Holdings