Princeton Bancorp, Inc. - BPRN
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | History | No change | 544,129 | 18,375 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 427,681 | 16,230 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 216,010 | 8,197 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 190,853 | 8,191 | 0.0% | 0.0% | 4 | +17,403 | 10.03% | Q3 2026 | Nov 04, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | No change | 201,531 | 7,648 | 0.15% | 0.15% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANC FUNDS CO LLC | History | No change | 153,926 | 6,606 | 1.05% | 0.96% | 6 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 128,694 | 5,525 | 0.0% | 0.0% | 7 | -3,857 | -2.91% | Q3 2026 | Nov 06, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 122,670 | 5,251 | 0.01% | 0.0% | 8 | +16,324 | 15.35% | Q3 2026 | Nov 09, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 97,384 | 4,179 | 0.04% | 0.03% | 9 | -3,005 | -2.99% | Q3 2026 | Nov 09, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | No change | 97,529 | 3,701 | 0.15% | 0.15% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Added to | 81,671 | 3,505 | 0.0% | 0.0% | 11 | +9,893 | 13.78% | Q3 2026 | Nov 12, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 73,981 | 2,807 | 0.05% | 0.05% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Roundview Capital LLC | History | No change | 63,597 | 2,729 | 0.15% | 0.13% | 13 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 58,889 | 2,234 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fourthstone LLC | History | No change | 53,218 | 2,019 | 1.44% | 1.44% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | New | 39,924 | 1,713 | 0.0% | — | 16 | +39,924 | New | Q3 2026 | Nov 12, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 36,391 | 1,561 | 0.35% | 0.33% | 17 | -1,350 | -3.58% | Q3 2026 | Oct 19, 2026 |
| NORTHERN TRUST CORP | History | No change | 40,017 | 1,518 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 32,208 | 1,382 | 0.0% | 0.0% | 19 | +646 | 2.05% | Q3 2026 | Nov 05, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 34,680 | 1,316 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 34,213 | 1,298 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | No change | 33,610 | 1,275 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 29,677 | 1,274 | 0.0% | 0.0% | 23 | -2,460 | -7.65% | Q3 2026 | Nov 06, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 27,767 | 1,053 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 24,200 | 1,038 | 0.0% | 0.0% | 25 | -22,586 | -48.28% | Q3 2026 | Nov 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 23,302 | 1,000 | 0.0% | 0.0% | 26 | +9,583 | 69.85% | Q3 2026 | Nov 10, 2026 |
| STRS OHIO | History | Added to | 20,100 | 862 | 0.0% | 0.0% | 27 | +5,900 | 41.55% | Q3 2026 | Oct 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 22,264 | 844 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 19,213 | 729 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 18,114 | 687 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BROWN ADVISORY INC | History | No change | 16,750 | 635 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 15,332 | 581 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 15,110 | 573 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Nuveen, LLC | History | Added to | 13,166 | 565 | 0.0% | 0.0% | 34 | +4,794 | 57.26% | Q3 2026 | Nov 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 11,475 | 493 | 0.0% | 0.0% | 35 | +92 | 0.81% | Q3 2026 | Nov 02, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 9,886 | 375 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 8,655 | 371 | 0.0% | 0.0% | 37 | +40 | 0.46% | Q3 2026 | Nov 02, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 8,054 | 358 | 0.0% | — | 38 | +8,054 | New | Q3 2026 | Nov 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 8,128 | 348 | 0.0% | 0.0% | 39 | +11 | 0.14% | Q3 2026 | Oct 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 9,076 | 344 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCETON CAPITAL MANAGEMENT LLC | History | No change | 7,813 | 335 | 0.07% | 0.07% | 41 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Princeton Global Asset Management LLC | History | No change | 6,994 | 300 | 0.04% | 0.04% | 42 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Quadrature Capital Ltd | History | No change | 7,553 | 286 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 7,461 | 283 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | No change | 7,472 | 282 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 6,403 | 274 | 0.0% | 0.0% | 46 | +2,268 | 54.85% | Q3 2026 | Nov 10, 2026 |
| Black Maple Capital Management LP | History | No change | 7,119 | 270 | 0.15% | 0.15% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 6,363 | 241 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | New | 5,614 | 240 | 0.01% | — | 49 | +5,614 | New | Q3 2026 | Nov 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 5,500 | 236 | 0.0% | — | 50 | +5,500 | New | Q3 2026 | Nov 12, 2026 |
| UBS Group AG | History | Added to | 4,801 | 206 | 0.0% | 0.0% | 51 | +1,037 | 27.55% | Q3 2026 | Nov 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,506 | 196 | 0.0% | 0.0% | 52 | +531 | 13.36% | Q3 2026 | Nov 12, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 4,331 | 185 | 0.0% | 0.0% | 53 | -652 | -13.08% | Q3 2026 | Nov 06, 2026 |
| BARCLAYS PLC | History | Reduced | 4,189 | 179 | 0.0% | 0.0% | 54 | -916 | -17.94% | Q3 2026 | Nov 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 4,343 | 164 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 3,171 | 136 | 0.0% | 0.0% | 56 | +113 | 3.7% | Q3 2026 | Nov 06, 2026 |
| MetLife Investment Management, LLC | History | No change | 3,050 | 115 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 2,350 | 89 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,335 | 88 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 1,743 | 66 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 1,745 | 66 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 1,239 | 53 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,050 | 45 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| NewEdge Advisors, LLC | History | No change | 870 | 33 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | Added to | 564 | 24 | 0.0% | 0.0% | 65 | +80 | 16.53% | Q3 2026 | Nov 10, 2026 |
| Legal & General Group Plc | History | No change | 470 | 17 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 351 | 15 | 0.0% | — | 69 | +351 | New | Q3 2026 | Oct 28, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 420 | 15 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GoalVest Advisory LLC | History | No change | 350 | 15 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Arax Advisory Partners | History | Added to | 327 | 14 | 0.0% | 0.0% | 70 | +133 | 68.56% | Q3 2026 | Nov 12, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 359 | 13 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | Reduced | 274 | 11 | 0.0% | 0.0% | 72 | -2,080 | -88.36% | Q3 2026 | Nov 04, 2026 |
| GAMMA Investing LLC | History | Added to | 249 | 10 | 0.0% | 0.0% | 73 | +58 | 30.37% | Q3 2026 | Oct 08, 2026 |
| Sterling Capital Management LLC | History | Added to | 109 | 4 | 0.0% | 0.0% | 75 | +21 | 23.86% | Q3 2026 | Oct 22, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 125 | 4 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| North Star Investment Management Corp. | History | No change | 87 | 3 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| IFP Advisors, Inc | History | Added to | 49 | 2 | 0.0% | 0.0% | 80 | +2 | 4.26% | Q3 2026 | Oct 16, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 63 | 2 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 70 | 2 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Allworth Financial LP | History | No change | 53 | 2 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| Covestor Ltd | History | Added to | 26 | 1 | 0.0% | 0.0% | 83 | +11 | 73.33% | Q3 2026 | Oct 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 30 | 1 | 0.0% | 0.0% | 82 | +3 | 11.11% | Q3 2026 | Nov 04, 2026 |
| Essential Partners LLC | History | Added to | 32 | 1 | 0.0% | 0.0% | 84 | +1 | 3.23% | Q3 2026 | Oct 14, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,457 | -100.0% | Q3 2026 | Nov 09, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 21 | 0 | — | — | — | +20 | 2000.0% | Q3 2026 | Oct 26, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 22 | 0 | — | — | — | +10 | 83.33% | Q3 2026 | Nov 10, 2026 |
| Root Financial Partners, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q3 2026 | Oct 21, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 13 | 0 | — | — | — | -5 | -27.78% | Q3 2026 | Nov 05, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 30, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Oct 07, 2026 |
| True Wealth Design, LLC | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q3 2026 | Oct 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| SBI Securities Co., Ltd. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Optiver Holding B.V. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fortitude Family Office, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |