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Clearstead Advisors’s Princeton Bancorp BPRN Stock Holding History

Clearstead Advisors’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
2025
Q4 		– Sell
-2
Closed -$64 – 2807
2025
Q3 		$64 Buy
+2
New +$65 ﹤0.01% 2958

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SFM
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Clearstead Advisors's BPRN Position: Q4 2025 in Review

Clearstead Advisors sold out of Princeton Bancorp (BPRN) in Q4 2025, closing a stake of 2 shares — an estimated $64 sold.

Clearstead Advisors first reported a position in BPRN in Q3 2025 and held it in 1 quarter. The position peaked at $64 in Q3 2025. 80 funds tracked by Wall St. Rank hold BPRN as of Q4 2025.

  • Clearstead Advisors reported no remaining Princeton Bancorp position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 2 Princeton Bancorp shares in Q4 2025, an estimated $64.
  • Clearstead Advisors first reported a position in Princeton Bancorp in Q3 2025 and held it in 1 quarter.
  • Clearstead Advisors's Princeton Bancorp position peaked at $64 in Q3 2025.
  • 80 funds tracked by Wall St. Rank held Princeton Bancorp as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.