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Global Wealth Management Investment Advisory’s Princeton Bancorp BPRN Stock Holding History

Global Wealth Management Investment Advisory’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
-7,652
Closed -$244K – 152
2025
Q3 		$244K Sell
7,652
-250
-3% -$8.07K 0.04% 141
2025
Q2 		$241K Hold
7,902
– – 0.05% 136
2025
Q1 		$241K Buy
7,902
+1,086
+16% +$34.7K 0.05% 129
2024
Q4 		$235K Buy
+6,816
New +$250K 0.05% 129

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
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
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 $2.9T AUM 29.55% 1-Year Est. Return

Global Wealth Management Investment Advisory's BPRN Position: Q4 2025 in Review

Global Wealth Management Investment Advisory sold out of Princeton Bancorp (BPRN) in Q4 2025, closing a stake of 7,652 shares — an estimated $244K sold.

Global Wealth Management Investment Advisory first reported a position in BPRN in Q4 2024 and held it in 4 quarters. The position peaked at $244K in Q3 2025. 80 funds tracked by Wall St. Rank hold BPRN as of Q4 2025.

  • Global Wealth Management Investment Advisory reported no remaining Princeton Bancorp position as of Q4 2025 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 7,652 Princeton Bancorp shares in Q4 2025, an estimated $244K.
  • Global Wealth Management Investment Advisory first reported a position in Princeton Bancorp in Q4 2024 and held it in 4 quarters.
  • Global Wealth Management Investment Advisory's Princeton Bancorp position peaked at $244K in Q3 2025.
  • 80 funds tracked by Wall St. Rank held Princeton Bancorp as of Q4 2025.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2025, filed 4 Feb 2026.