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EverSource Wealth Advisors’s Princeton Bancorp BPRN Stock Holding History

EverSource Wealth 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
2026
Q2 		$1.02K Sell
27
-6
-18% -$215 ﹤0.01% 3955
2026
Q1 		$1.11K Buy
33
+5
+18% +$175 ﹤0.01% 3820
2025
Q4 		$971 Buy
28
+9
+47% +$296 ﹤0.01% 3716
2025
Q3 		$605 Buy
19
+14
+280% +$452 ﹤0.01% 3904
2025
Q2 		$153 Buy
5
+3
+150% +$91 ﹤0.01% 4082
2025
Q1 		$61 Buy
+2
New +$64 ﹤0.01% 3881

Other funds holding BPRN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

EverSource Wealth Advisors's BPRN Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Princeton Bancorp (BPRN) stake by 18% in Q2 2026, selling an estimated $215 and leaving 27 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #3955.

EverSource Wealth Advisors first reported a position in BPRN in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.11K in Q1 2026. 91 funds tracked by Wall St. Rank hold BPRN as of Q2 2026.

  • EverSource Wealth Advisors held 27 shares of Princeton Bancorp worth $1.02K as of Q2 2026.
  • EverSource Wealth Advisors sold 6 Princeton Bancorp shares in Q2 2026, an estimated $215.
  • Princeton Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3955 holding.
  • EverSource Wealth Advisors first reported a position in Princeton Bancorp in Q1 2025 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Princeton Bancorp position peaked at $1.11K in Q1 2026.
  • 91 funds tracked by Wall St. Rank held Princeton Bancorp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.