GA
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GoalVest Advisory’s Princeton Bancorp BPRN Stock Holding History

GoalVest 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
2026
Q2 		$13.3K Buy
+350
New +$12.5K ﹤0.01% 337

Other funds holding BPRN

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

GoalVest Advisory's BPRN Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Princeton Bancorp (BPRN) in Q2 2026: 350 shares worth $13.3K. The stake represents ﹤0.01% of the portfolio and ranks #337 among its holdings.

6 funds tracked by Wall St. Rank hold BPRN as of Q2 2026.

  • GoalVest Advisory held 350 shares of Princeton Bancorp worth $13.3K as of Q2 2026.
  • Princeton Bancorp was a new GoalVest Advisory position in Q2 2026.
  • Princeton Bancorp made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #337 holding.
  • 6 funds tracked by Wall St. Rank held Princeton Bancorp as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.