IFP Advisors
BPRN icon

IFP Advisors’s Princeton Bancorp BPRN Stock Holding History

IFP 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
Q3 		$2.1K Buy
49
+2
+4% +$83 ﹤0.01% 4209
2026
Q2 		$1.78K Buy
47
+11
+31% +$394 ﹤0.01% 4284
2026
Q1 		$1.22K Hold
36
– – ﹤0.01% 4143
2025
Q4 		$1.25K Buy
36
+14
+64% +$461 ﹤0.01% 4000
2025
Q3 		$700 Buy
22
+7
+47% +$226 ﹤0.01% 4073
2025
Q2 		$521 Buy
+15
New +$453 ﹤0.01% 4424

Other funds holding BPRN

PWMG
Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

IFP Advisors's BPRN Position: Q3 2026 in Review

IFP Advisors increased its Princeton Bancorp (BPRN) stake by 4.3% in Q3 2026, buying an estimated $83 and bringing the position to 49 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4209.

IFP Advisors first reported a position in BPRN in Q2 2025 and has held it in 6 quarters since. 9 funds tracked by Wall St. Rank hold BPRN as of Q3 2026.

  • IFP Advisors held 49 shares of Princeton Bancorp worth $2.1K as of Q3 2026.
  • IFP Advisors bought 2 Princeton Bancorp shares in Q3 2026, an estimated $83.
  • Princeton Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4209 holding.
  • IFP Advisors first reported a position in Princeton Bancorp in Q2 2025 and has held it in 6 quarters since.
  • 9 funds tracked by Wall St. Rank held Princeton Bancorp as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.