True Wealth Design’s Princeton Bancorp BPRN Stock Holding History

True Wealth Design’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	$76	Buy	2 +1	+100%	+$36	﹤0.01%	2566
2026 Q1	$34	Hold	1	–	–	﹤0.01%	2592
2025 Q4	$35	Sell	1 -4	-80%	-$132	﹤0.01%	2445
2025 Q3	$160	Buy	5 +4	+400%	+$129	﹤0.01%	2354
2025 Q2	$31	Sell	1 -4	-80%	-$121	﹤0.01%	2462
2025 Q1	$153	Buy	+5	New	+$160	﹤0.01%	2054

Other funds holding BPRN

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

True Wealth Design's BPRN Position: Q2 2026 in Review

True Wealth Design increased its Princeton Bancorp (BPRN) stake by 100% in Q2 2026, buying an estimated $36 and bringing the position to 2 shares worth $76. The position accounts for ﹤0.01% of the portfolio, ranked #2566.

True Wealth Design first reported a position in BPRN in Q1 2025 and has held it in 6 quarters since. The position peaked at $160 in Q3 2025. 8 funds tracked by Wall St. Rank hold BPRN as of Q2 2026.

True Wealth Design held 2 shares of Princeton Bancorp worth $76 as of Q2 2026.
True Wealth Design bought 1 Princeton Bancorp share in Q2 2026, an estimated $36.
Princeton Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2566 holding.
True Wealth Design first reported a position in Princeton Bancorp in Q1 2025 and has held it in 6 quarters since.
True Wealth Design's Princeton Bancorp position peaked at $160 in Q3 2025.
8 funds tracked by Wall St. Rank held Princeton Bancorp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.