Carson Wealth (CWM LLC)
BPRN icon

Carson Wealth (CWM LLC)’s Princeton Bancorp BPRN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BPRN Stock Details BPRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$26K Buy
769
+25
+3% +$875 ﹤0.01% 4264
2025
Q4 		$26K Buy
744
+187
+34% +$6.15K ﹤0.01% 4012
2025
Q3 		$18K Buy
557
+349
+168% +$11.3K ﹤0.01% 4181
2025
Q2 		$6K Buy
208
+34
+20% +$1.03K ﹤0.01% 4519
2025
Q1 		$5K Buy
174
+65
+60% +$2.08K ﹤0.01% 4430
2024
Q4 		$4K Sell
109
-21
-16% -$770 ﹤0.01% 4277
2024
Q3 		$5K Buy
130
+43
+49% +$1.56K ﹤0.01% 4068
2024
Q2 		$3K Buy
87
+79
+988% +$2.39K ﹤0.01% 4044
2024
Q1 		$0 Buy
+8
New +$257 ﹤0.01% 4334

Other funds holding BPRN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BPRN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Princeton Bancorp (BPRN) stake by 3.4% in Q1 2026, buying an estimated $875 and bringing the position to 769 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #4264.

Carson Wealth (CWM LLC) first reported a position in BPRN in Q1 2024 and has held it in 9 quarters since. The position peaked at $26K in Q4 2025. 88 funds tracked by Wall St. Rank hold BPRN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 769 shares of Princeton Bancorp worth $26K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 25 Princeton Bancorp shares in Q1 2026, an estimated $875.
  • Princeton Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4264 holding.
  • Carson Wealth (CWM LLC) first reported a position in Princeton Bancorp in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Princeton Bancorp position peaked at $26K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Princeton Bancorp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.