Sequoia Financial Advisors’s Princeton Bancorp BPRN Stock Holding History

Sequoia Financial 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	$687K	Buy	18,114 +4	+0%	+$143	﹤0.01%	1127
2026 Q1	$612K	Buy	18,110 +12	+0.1%	+$420	﹤0.01%	1154
2025 Q4	$628K	Sell	18,098 -1,570	-8%	-$51.7K	﹤0.01%	1145
2025 Q3	$626K	Hold	19,668	–	–	﹤0.01%	1017
2025 Q2	$601K	Hold	19,668	–	–	﹤0.01%	913
2025 Q1	$601K	Hold	19,668	–	–	﹤0.01%	785
2024 Q4	$677K	Buy	+19,668	New	+$721K	0.01%	706

Other funds holding BPRN

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

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

Sequoia Financial Advisors's BPRN Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Princeton Bancorp (BPRN) stake by 0.02% in Q2 2026, buying an estimated $143 and bringing the position to 18,114 shares worth $687K. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

Sequoia Financial Advisors first reported a position in BPRN in Q4 2024 and has held it in 7 quarters since. 8 funds tracked by Wall St. Rank hold BPRN as of Q2 2026.

Sequoia Financial Advisors held 18,114 shares of Princeton Bancorp worth $687K as of Q2 2026.
Sequoia Financial Advisors bought 4 Princeton Bancorp shares in Q2 2026, an estimated $143.
Princeton Bancorp made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1127 holding.
Sequoia Financial Advisors first reported a position in Princeton Bancorp in Q4 2024 and has held it in 7 quarters since.
8 funds tracked by Wall St. Rank held Princeton Bancorp as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.