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 | Reduced | 560,539 | 19,445 | 0.01% | 0.01% | 1 | -9,918 | -1.74% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 368,310 | 12,437 | 0.0% | 0.0% | 2 | -1,578 | -0.43% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 309,130 | 10,723 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 251,335 | 8,487 | 0.0% | — | 4 | +251,335 | New | Q1 2026 | May 15, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Reduced | 238,887 | 8,067 | 0.18% | 0.25% | 5 | -71,145 | -22.95% | Q1 2026 | May 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 160,383 | 5,416 | 0.0% | 0.0% | 6 | +11,235 | 7.53% | Q1 2026 | May 07, 2026 |
| BANC FUNDS CO LLC | History | No change | 153,926 | 5,198 | 0.97% | 1.06% | 7 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 124,309 | 4,199 | 0.0% | 0.0% | 8 | -3,312 | -2.6% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 97,808 | 3,295 | 0.0% | 0.0% | 9 | +16,713 | 20.61% | Q1 2026 | May 13, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | New | 91,688 | 3,096 | 0.15% | — | 10 | +91,688 | New | Q1 2026 | May 15, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 80,470 | 2,717 | 0.03% | 0.02% | 11 | +19,455 | 31.89% | Q1 2026 | May 12, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 74,347 | 2,510 | 0.05% | 0.06% | 12 | -10,000 | -11.86% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 72,378 | 2,444 | 0.0% | 0.0% | 13 | +100 | 0.14% | Q1 2026 | May 15, 2026 |
| Roundview Capital LLC | History | Added to | 63,597 | 2,147 | 0.13% | 0.13% | 14 | +1,700 | 2.75% | Q1 2026 | May 08, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 58,499 | 1,975 | 0.01% | 0.0% | 15 | +15,509 | 36.08% | Q1 2026 | May 15, 2026 |
| Fourthstone LLC | History | Added to | 42,485 | 1,434 | 0.24% | 0.25% | 16 | +4,696 | 12.43% | Q1 2026 | May 15, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 39,041 | 1,318 | 0.35% | 0.36% | 17 | -83 | -0.21% | Q1 2026 | Apr 23, 2026 |
| NORTHERN TRUST CORP | History | Added to | 38,101 | 1,286 | 0.0% | 0.0% | 18 | +783 | 2.1% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 37,023 | 1,250 | 0.0% | 0.0% | 19 | -6,400 | -14.74% | Q1 2026 | May 14, 2026 |
| Empowered Funds, LLC | History | No change | 33,976 | 1,147 | 0.01% | 0.02% | 20 | 0 | 0.0% | Q1 2026 | Jun 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 32,927 | 1,111 | 0.0% | — | 21 | +32,927 | New | Q1 2026 | May 08, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 30,837 | 1,041 | 0.0% | 0.0% | 22 | +6,033 | 24.32% | Q1 2026 | May 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 30,492 | 1,029 | 0.0% | 0.0% | 23 | -832 | -2.66% | Q1 2026 | May 05, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 30,122 | 1,017 | 0.0% | — | 24 | +30,122 | New | Q1 2026 | May 08, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 27,767 | 937 | 0.0% | 0.0% | 25 | +1,700 | 6.52% | Q1 2026 | May 26, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 18,110 | 611 | 0.0% | 0.0% | 26 | +12 | 0.07% | Q1 2026 | Apr 30, 2026 |
| BROWN ADVISORY INC | History | No change | 16,750 | 565 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 13,838 | 467 | 0.0% | 0.0% | 28 | +1,261 | 10.03% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 13,205 | 445 | 0.0% | 0.0% | 29 | -866 | -6.15% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 13,072 | 441 | 0.0% | 0.0% | 30 | +755 | 6.13% | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 11,304 | 382 | 0.0% | 0.0% | 31 | +324 | 2.95% | Q1 2026 | Apr 30, 2026 |
| MORGAN STANLEY | History | Reduced | 10,288 | 347 | 0.0% | 0.0% | 32 | -5,514 | -34.89% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 10,072 | 340 | 0.0% | 0.0% | 33 | +31 | 0.31% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 9,980 | 337 | 0.0% | — | 34 | +9,980 | New | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | No change | 9,600 | 324 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 9,183 | 310 | 0.02% | 0.03% | 36 | +257 | 2.88% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 8,568 | 289 | 0.0% | 0.0% | 37 | +47 | 0.55% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 8,110 | 280 | 0.0% | 0.0% | 38 | -20 | -0.25% | Q1 2026 | Apr 07, 2026 |
| PRINCETON CAPITAL MANAGEMENT LLC | History | No change | 7,813 | 263 | 0.07% | 0.07% | 39 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 7,499 | 253 | 0.0% | — | 40 | +7,499 | New | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 7,461 | 251 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 7,417 | 250 | 0.0% | 0.0% | 42 | -6,362 | -46.17% | Q1 2026 | May 15, 2026 |
| Black Maple Capital Management LP | History | New | 7,118 | 240 | 0.13% | — | 43 | +7,118 | New | Q1 2026 | May 15, 2026 |
| Princeton Global Asset Management LLC | History | No change | 6,994 | 236 | 0.04% | 0.04% | 44 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SilverOak Wealth Management LLC | History | Reduced | 6,004 | 202 | 0.03% | 0.03% | 45 | -300 | -4.76% | Q1 2026 | Apr 29, 2026 |
| BARCLAYS PLC | History | Reduced | 5,501 | 185 | 0.0% | 0.0% | 46 | -7,146 | -56.5% | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 4,148 | 140 | 0.0% | 0.0% | 47 | -102 | -2.4% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3,979 | 136 | 0.0% | 0.0% | 48 | -1,358 | -25.45% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 3,960 | 133 | 0.0% | 0.0% | 49 | +595 | 17.68% | Q1 2026 | May 05, 2026 |
| MetLife Investment Management, LLC | History | No change | 3,050 | 102 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 2,472 | 83 | 0.0% | 0.0% | 51 | +68 | 2.83% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,987 | 67 | 0.0% | 0.0% | 52 | -3,868 | -66.06% | Q1 2026 | May 11, 2026 |
| DEUTSCHE BANK AG\ | History | New | 1,834 | 61 | 0.0% | — | 53 | +1,834 | New | Q1 2026 | May 06, 2026 |
| Vanguard Global Advisers, LLC | History | New | 1,745 | 58 | 0.0% | — | 55 | +1,745 | New | Q1 2026 | May 08, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 1,743 | 58 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,541 | 52 | 0.0% | 0.0% | 56 | -260 | -14.44% | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 1,239 | 41 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,174 | 39 | 0.0% | 0.0% | 58 | +840 | 251.5% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,050 | 35 | 0.0% | 0.0% | 59 | -489 | -31.77% | Q1 2026 | May 08, 2026 |
| NewEdge Advisors, LLC | History | New | 887 | 29 | 0.0% | — | 60 | +887 | New | Q1 2026 | Jun 02, 2026 |
| CWM, LLC | History | Added to | 769 | 25 | 0.0% | 0.0% | 61 | +25 | 3.36% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 577 | 19 | 0.0% | 0.0% | 62 | -5 | -0.86% | Q1 2026 | May 08, 2026 |
| Legal & General Group Plc | History | No change | 470 | 15 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Reduced | 424 | 14 | 0.0% | 0.0% | 64 | -1 | -0.24% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 420 | 14 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 282 | 9 | 0.0% | 0.0% | 66 | -38 | -11.88% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 247 | 8 | 0.0% | 0.0% | 67 | +116 | 88.55% | Q1 2026 | May 11, 2026 |
| GAMMA Investing LLC | History | Added to | 193 | 6 | 0.0% | 0.0% | 68 | +7 | 3.76% | Q1 2026 | Apr 06, 2026 |
| Sterling Capital Management LLC | History | Reduced | 156 | 5 | 0.0% | 0.0% | 69 | -113 | -42.01% | Q1 2026 | Apr 22, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 125 | 4 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Essential Partners LLC | History | Reduced | 93 | 3 | 0.0% | 0.0% | 71 | -22 | -19.13% | Q1 2026 | May 21, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 63 | 2 | 0.0% | — | 73 | +63 | New | Q1 2026 | May 13, 2026 |
| North Star Investment Management Corp. | History | No change | 87 | 2 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Optiver Holding B.V. | History | Reduced | 54 | 1 | 0.0% | 0.0% | 76 | -40 | -42.55% | Q1 2026 | Jun 02, 2026 |
| Covestor Ltd | History | Added to | 16 | 1 | 0.0% | — | 77 | +10 | 166.67% | Q1 2026 | May 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 33 | 1 | 0.0% | — | 75 | +5 | 17.86% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | No change | 36 | 1 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Nuveen, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,503 | -100.0% | Q1 2026 | Apr 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -7,004 | -100.0% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -6,085 | -100.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,977 | -100.0% | Q1 2026 | May 12, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -164 | -100.0% | Q1 2026 | May 08, 2026 |
| Arax Advisory Partners | History | New | 27 | 0 | — | — | — | +27 | New | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Added to | 20 | 0 | — | — | — | +19 | 1900.0% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 18 | 0 | — | — | — | +18 | New | Q1 2026 | May 01, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 8 | 0 | — | — | — | +5 | 166.67% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | Added to | 14 | 0 | — | — | — | +4 | 40.0% | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 24, 2026 |
| Basecamp Wealth Advisors LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Jun 24, 2026 |
| COMERICA BANK | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SJS Investment Consulting Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| True Wealth Design, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |