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SilverOak Wealth Management’s Princeton Bancorp BPRN Stock Holding History

SilverOak Wealth 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 		– Sell
-6,004
Closed -$203K – 127
2026
Q1 		$203K Sell
6,004
-300
-5% -$10.5K 0.03% 119
2025
Q4 		$219K Sell
6,304
-300
-5% -$9.87K 0.03% 112
2025
Q3 		$210K Sell
6,604
-1,000
-13% -$32.3K 0.04% 108
2025
Q2 		$232K Buy
+7,604
New +$230K 0.04% 103

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

SilverOak Wealth Management's BPRN Position: Q2 2026 in Review

SilverOak Wealth Management sold out of Princeton Bancorp (BPRN) in Q2 2026, closing a stake of 6,004 shares — an estimated $203K sold.

SilverOak Wealth Management first reported a position in BPRN in Q2 2025 and held it in 4 quarters. The position peaked at $232K in Q2 2025. 91 funds tracked by Wall St. Rank hold BPRN as of Q2 2026.

  • SilverOak Wealth Management reported no remaining Princeton Bancorp position as of Q2 2026 after selling out during the quarter.
  • SilverOak Wealth Management sold 6,004 Princeton Bancorp shares in Q2 2026, an estimated $203K.
  • SilverOak Wealth Management first reported a position in Princeton Bancorp in Q2 2025 and held it in 4 quarters.
  • SilverOak Wealth Management's Princeton Bancorp position peaked at $232K in Q2 2025.
  • 91 funds tracked by Wall St. Rank held Princeton Bancorp as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.