Private Wealth Management Group’s Princeton Bancorp BPRN Stock Holding History

Private Wealth Management Group’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	$1.56M	Sell	36,391 -1,350	-4%	-$56.1K	0.35%	36
2026 Q2	$1.43M	Sell	37,741 -1,300	-3%	-$46.5K	0.33%	36
2026 Q1	$1.32M	Sell	39,041 -83	-0.2%	-$2.9K	0.35%	31
2025 Q4	$1.36M	Sell	39,124 -1,368	-3%	-$45K	0.36%	32
2025 Q3	$1.29M	Sell	40,492 -1,601	-4%	-$51.7K	0.35%	33
2025 Q2	$1.29M	Sell	42,093 -3,318	-7%	-$100K	0.43%	31
2025 Q1	$1.39M	Sell	45,411 -2,644	-6%	-$84.6K	0.51%	27
2024 Q4	$1.65M	Sell	48,055 -775	-2%	-$28.4K	0.63%	23
2024 Q3	$1.81M	Sell	48,830 -6,416	-12%	-$232K	0.71%	23
2024 Q2	$1.83M	Sell	55,246 -1	-0%	-$30	0.79%	22
2024 Q1	$1.7M	Sell	55,247 -1,164	-2%	-$37.4K	0.77%	21
2023 Q4	$2.03M	Buy	+56,411	New	+$1.83M	1%	19

Other funds holding BPRN

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

GoalVest Advisory New York $578M AUM 17.41% 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

Private Wealth Management Group's BPRN Position: Q3 2026 in Review

Private Wealth Management Group reduced its Princeton Bancorp (BPRN) stake by 3.6% in Q3 2026, selling an estimated $56.1K and leaving 36,391 shares worth $1.56M. The position accounts for 0.35% of the portfolio, ranked #36.

Private Wealth Management Group first reported a position in BPRN in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.03M in Q4 2023. 13 funds tracked by Wall St. Rank hold BPRN as of Q3 2026.

Private Wealth Management Group held 36,391 shares of Princeton Bancorp worth $1.56M as of Q3 2026.
Private Wealth Management Group sold 1,350 Princeton Bancorp shares in Q3 2026, an estimated $56.1K.
Princeton Bancorp made up 0.35% of Private Wealth Management Group's portfolio in Q3 2026, its #36 holding.
Private Wealth Management Group first reported a position in Princeton Bancorp in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's Princeton Bancorp position peaked at $2.03M in Q4 2023.
13 funds tracked by Wall St. Rank held Princeton Bancorp as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.