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Essential Partners’s Princeton Bancorp BPRN Stock Holding History

Essential Partners’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
Q3 		$1.37K Buy
32
+1
+3% +$42 ﹤0.01% 2062
2026
Q2 		$1.18K Sell
31
-62
-67% -$2.22K ﹤0.01% 2172
2026
Q1 		$3.14K Sell
93
-22
-19% -$770 ﹤0.01% 1804
2025
Q4 		$3.99K Buy
115
+21
+22% +$691 ﹤0.01% 1525
2025
Q3 		$2.99K Buy
94
+88
+1,467% +$2.84K ﹤0.01% 1636
2025
Q2 		$183 Buy
+6
New +$181 ﹤0.01% 1966

Other funds holding BPRN

PWMG
Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners's BPRN Position: Q3 2026 in Review

Essential Partners increased its Princeton Bancorp (BPRN) stake by 3.2% in Q3 2026, buying an estimated $42 and bringing the position to 32 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #2062.

Essential Partners first reported a position in BPRN in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.99K in Q4 2025. 9 funds tracked by Wall St. Rank hold BPRN as of Q3 2026.

  • Essential Partners held 32 shares of Princeton Bancorp worth $1.37K as of Q3 2026.
  • Essential Partners bought 1 Princeton Bancorp share in Q3 2026, an estimated $42.
  • Princeton Bancorp made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2062 holding.
  • Essential Partners first reported a position in Princeton Bancorp in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Princeton Bancorp position peaked at $3.99K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Princeton Bancorp as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.