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 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 Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

EverSource Wealth Advisors's BPRN Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Princeton Bancorp (BPRN) stake by 18% in Q1 2026, buying an estimated $175 and bringing the position to 33 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #3820.

EverSource Wealth Advisors first reported a position in BPRN in Q1 2025 and has held it in 5 quarters since. 88 funds tracked by Wall St. Rank hold BPRN as of Q1 2026.

EverSource Wealth Advisors held 33 shares of Princeton Bancorp worth $1.11K as of Q1 2026.
EverSource Wealth Advisors bought 5 Princeton Bancorp shares in Q1 2026, an estimated $175.
Princeton Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3820 holding.
EverSource Wealth Advisors first reported a position in Princeton Bancorp in Q1 2025 and has held it in 5 quarters since.
88 funds tracked by Wall St. Rank held Princeton Bancorp as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.