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 Q3	$15K	Hold	350	–	–	﹤0.01%	363
2026 Q2	$13.3K	Buy	+350	New	+$12.5K	﹤0.01%	337

Other funds holding BPRN

PWMG

Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Princeton Global Asset Management Princeton, New Jersey $692M AUM 20.31% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

GoalVest Advisory's BPRN Position: Q3 2026 in Review

GoalVest Advisory held its Princeton Bancorp (BPRN) position steady in Q3 2026 at 350 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

GoalVest Advisory first reported a position in BPRN in Q2 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold BPRN as of Q3 2026.

GoalVest Advisory held 350 shares of Princeton Bancorp worth $15K as of Q3 2026.
GoalVest Advisory left its Princeton Bancorp share count unchanged in Q3 2026.
Princeton Bancorp made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #363 holding.
GoalVest Advisory first reported a position in Princeton Bancorp in Q2 2026 and has held it in 2 quarters since.
13 funds tracked by Wall St. Rank held Princeton Bancorp as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.