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

Other funds holding BPRN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

Private Wealth Management Group's BPRN Position: Q2 2026 in Review

Private Wealth Management Group reduced its Princeton Bancorp (BPRN) stake by 3.3% in Q2 2026, selling an estimated $46.5K and leaving 37,741 shares worth $1.43M. The position accounts for 0.33% of the portfolio, ranked #36.

Private Wealth Management Group first reported a position in BPRN in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.03M in Q4 2023. 91 funds tracked by Wall St. Rank hold BPRN as of Q2 2026.

  • Private Wealth Management Group held 37,741 shares of Princeton Bancorp worth $1.43M as of Q2 2026.
  • Private Wealth Management Group sold 1,300 Princeton Bancorp shares in Q2 2026, an estimated $46.5K.
  • Princeton Bancorp made up 0.33% of Private Wealth Management Group's portfolio in Q2 2026, its #36 holding.
  • Private Wealth Management Group first reported a position in Princeton Bancorp in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Princeton Bancorp position peaked at $2.03M in Q4 2023.
  • 91 funds tracked by Wall St. Rank held Princeton Bancorp as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.