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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
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 $309B AUM 23.92% 1-Year Est. Return
BlackRock
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

SilverOak Wealth Management's BPRN Position: Q1 2026 in Review

SilverOak Wealth Management reduced its Princeton Bancorp (BPRN) stake by 4.8% in Q1 2026, selling an estimated $10.5K and leaving 6,004 shares worth $203K. The position accounts for 0.03% of the portfolio, ranked #119.

SilverOak Wealth Management first reported a position in BPRN in Q2 2025 and has held it in 4 quarters since. The position peaked at $232K in Q2 2025. 88 funds tracked by Wall St. Rank hold BPRN as of Q1 2026.

  • SilverOak Wealth Management held 6,004 shares of Princeton Bancorp worth $203K as of Q1 2026.
  • SilverOak Wealth Management sold 300 Princeton Bancorp shares in Q1 2026, an estimated $10.5K.
  • Princeton Bancorp made up 0.03% of SilverOak Wealth Management's portfolio in Q1 2026, its #119 holding.
  • SilverOak Wealth Management first reported a position in Princeton Bancorp in Q2 2025 and has held it in 4 quarters since.
  • SilverOak Wealth Management's Princeton Bancorp position peaked at $232K in Q2 2025.
  • 88 funds tracked by Wall St. Rank held Princeton Bancorp as of Q1 2026.

Based on SilverOak Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.