Princeton Global Asset Management’s Princeton Bancorp BPRN Stock Holding History

Princeton Global Asset Management’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	$265K	Hold	6,994	–	–	0.04%	189
2026 Q1	$236K	Hold	6,994	–	–	0.04%	184
2025 Q4	$243K	Sell	6,994 -400	-5%	-$13.2K	0.04%	177
2025 Q3	$235K	Sell	7,394 -615	-8%	-$19.9K	0.04%	181
2025 Q2	$245K	Hold	8,009	–	–	0.04%	175
2025 Q1	$245K	Buy	+8,009	New	+$256K	0.05%	168
2023 Q3	–	Sell	-5,100	Closed	-$139K	–	592
2023 Q2	$139K	Hold	5,100	–	–	0.04%	180
2023 Q1	$162K	Buy	+5,100	New	+$171K	0.05%	178
2021 Q3	–	Sell	-11,000	Closed	-$315K	–	518
2021 Q2	$315K	Hold	11,000	–	–	0.1%	146
2021 Q1	$315K	Buy	+11,000	New	+$286K	0.1%	148

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

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

Princeton Global Asset Management's BPRN Position: Q2 2026 in Review

Princeton Global Asset Management held its Princeton Bancorp (BPRN) position steady in Q2 2026 at 6,994 shares worth $265K. The position accounts for 0.04% of the portfolio, ranked #189.

Princeton Global Asset Management first reported a position in BPRN in Q1 2021 and has held it in 10 quarters since. The position peaked at $315K in Q2 2021. 9 funds tracked by Wall St. Rank hold BPRN as of Q2 2026.

Princeton Global Asset Management held 6,994 shares of Princeton Bancorp worth $265K as of Q2 2026.
Princeton Global Asset Management left its Princeton Bancorp share count unchanged in Q2 2026.
Princeton Bancorp made up 0.04% of Princeton Global Asset Management's portfolio in Q2 2026, its #189 holding.
Princeton Global Asset Management first reported a position in Princeton Bancorp in Q1 2021 and has held it in 10 quarters since.
Princeton Global Asset Management's Princeton Bancorp position peaked at $315K in Q2 2021.
9 funds tracked by Wall St. Rank held Princeton Bancorp as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.