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 Q3	$129	Buy	3 +1	+50%	+$42	﹤0.01%	2413
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

PWMG

Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

True Wealth Design's BPRN Position: Q3 2026 in Review

True Wealth Design increased its Princeton Bancorp (BPRN) stake by 50% in Q3 2026, buying an estimated $42 and bringing the position to 3 shares worth $129. The position accounts for ﹤0.01% of the portfolio, ranked #2413.

True Wealth Design first reported a position in BPRN in Q1 2025 and has held it in 7 quarters since. The position peaked at $160 in Q3 2025. 9 funds tracked by Wall St. Rank hold BPRN as of Q3 2026.

True Wealth Design held 3 shares of Princeton Bancorp worth $129 as of Q3 2026.
True Wealth Design bought 1 Princeton Bancorp share in Q3 2026, an estimated $42.
Princeton Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2413 holding.
True Wealth Design first reported a position in Princeton Bancorp in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Princeton Bancorp position peaked at $160 in Q3 2025.
9 funds tracked by Wall St. Rank held Princeton Bancorp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.