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 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%	-$37.5K	0.77%	21
2023 Q4	$2.03M	Buy	+56,411	New	+$1.83M	1%	19

Other funds holding BPRN

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Private Wealth Management Group's BPRN Position: Q1 2026 in Review

Private Wealth Management Group reduced its Princeton Bancorp (BPRN) stake by 0.21% in Q1 2026, selling an estimated $2.9K and leaving 39,041 shares worth $1.32M. The position accounts for 0.35% of the portfolio, ranked #31.

Private Wealth Management Group first reported a position in BPRN in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.03M in Q4 2023. 88 funds tracked by Wall St. Rank hold BPRN as of Q1 2026.

Private Wealth Management Group held 39,041 shares of Princeton Bancorp worth $1.32M as of Q1 2026.
Private Wealth Management Group sold 83 Princeton Bancorp shares in Q1 2026, an estimated $2.9K.
Princeton Bancorp made up 0.35% of Private Wealth Management Group's portfolio in Q1 2026, its #31 holding.
Private Wealth Management Group first reported a position in Princeton Bancorp in Q4 2023 and has held it in 10 quarters since.
Private Wealth Management Group's Princeton Bancorp position peaked at $2.03M in Q4 2023.
88 funds tracked by Wall St. Rank held Princeton Bancorp as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.