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 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

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

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

IFP Advisors's BPRN Position: Q2 2026 in Review

IFP Advisors increased its Princeton Bancorp (BPRN) stake by 31% in Q2 2026, buying an estimated $394 and bringing the position to 47 shares worth $1.78K. The position accounts for ﹤0.01% of the portfolio, ranked #4284.

IFP Advisors first reported a position in BPRN in Q2 2025 and has held it in 5 quarters since. 8 funds tracked by Wall St. Rank hold BPRN as of Q2 2026.

IFP Advisors held 47 shares of Princeton Bancorp worth $1.78K as of Q2 2026.
IFP Advisors bought 11 Princeton Bancorp shares in Q2 2026, an estimated $394.
Princeton Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4284 holding.
IFP Advisors first reported a position in Princeton Bancorp in Q2 2025 and has held it in 5 quarters since.
8 funds tracked by Wall St. Rank held Princeton Bancorp as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.