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 | 544,129 | 18,375 | 0.01% | 0.01% | 1 | -16,410 | -2.93% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Added to | 427,681 | 16,230 | 0.0% | 0.0% | 2 | +59,371 | 16.12% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 216,010 | 8,197 | 0.0% | 0.0% | 3 | -35,325 | -14.05% | Q2 2026 | Aug 13, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Reduced | 201,531 | 7,648 | 0.15% | 0.18% | 4 | -37,356 | -15.64% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 173,450 | 6,582 | 0.0% | 0.0% | 5 | +13,067 | 8.15% | Q2 2026 | Aug 11, 2026 |
| BANC FUNDS CO LLC | History | No change | 153,926 | 5,841 | 0.96% | 0.97% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 132,551 | 5,031 | 0.0% | 0.0% | 7 | +8,242 | 6.63% | Q2 2026 | Aug 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 106,346 | 4,025 | 0.0% | 0.0% | 8 | +8,538 | 8.73% | Q2 2026 | Aug 13, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 100,389 | 3,809 | 0.03% | 0.03% | 9 | +19,919 | 24.75% | Q2 2026 | Aug 14, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | Added to | 97,529 | 3,701 | 0.15% | 0.15% | 10 | +5,841 | 6.37% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 73,981 | 2,807 | 0.05% | 0.05% | 11 | -366 | -0.49% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Reduced | 71,778 | 2,723 | 0.0% | 0.0% | 12 | -600 | -0.83% | Q2 2026 | Sep 22, 2026 |
| Roundview Capital LLC | History | No change | 63,597 | 2,413 | 0.13% | 0.13% | 13 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 58,889 | 2,234 | 0.01% | 0.01% | 14 | +390 | 0.67% | Q2 2026 | Aug 14, 2026 |
| Fourthstone LLC | History | Added to | 53,218 | 2,019 | 1.44% | 0.24% | 15 | +10,733 | 25.26% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 46,786 | 1,775 | 0.0% | 0.0% | 16 | +9,763 | 26.37% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 40,017 | 1,518 | 0.0% | 0.0% | 17 | +1,916 | 5.03% | Q2 2026 | Aug 13, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 37,741 | 1,432 | 0.33% | 0.35% | 18 | -1,300 | -3.33% | Q2 2026 | Jul 27, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 34,680 | 1,316 | 0.0% | 0.0% | 19 | +1,753 | 5.32% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 34,213 | 1,298 | 0.0% | 0.0% | 20 | +4,091 | 13.58% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | Reduced | 33,610 | 1,275 | 0.01% | 0.01% | 21 | -366 | -1.08% | Q2 2026 | Aug 14, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 32,137 | 1,220 | 0.0% | 0.0% | 22 | +1,300 | 4.22% | Q2 2026 | Aug 06, 2026 |
| Bank of New York Mellon Corp | History | Added to | 31,562 | 1,197 | 0.0% | 0.0% | 23 | +1,070 | 3.51% | Q2 2026 | Aug 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 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 22,264 | 844 | 0.0% | 0.0% | 25 | +8,426 | 60.89% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 19,213 | 729 | 0.0% | 0.0% | 26 | +6,008 | 45.5% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 18,114 | 687 | 0.0% | 0.0% | 27 | +4 | 0.02% | Q2 2026 | Jul 17, 2026 |
| BROWN ADVISORY INC | History | No change | 16,750 | 635 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 15,332 | 581 | 0.0% | 0.0% | 29 | +5,044 | 49.03% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 15,110 | 573 | 0.0% | 0.0% | 30 | +5,130 | 51.4% | Q2 2026 | Sep 02, 2026 |
| STRS OHIO | History | Added to | 14,200 | 538 | 0.0% | 0.0% | 31 | +4,600 | 47.92% | Q2 2026 | Jul 30, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 13,719 | 520 | 0.0% | 0.0% | 32 | +647 | 4.95% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 11,383 | 432 | 0.0% | 0.0% | 33 | +79 | 0.7% | Q2 2026 | Jul 27, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 9,886 | 375 | 0.02% | 0.02% | 34 | +703 | 7.66% | Q2 2026 | Aug 06, 2026 |
| Squarepoint Ops LLC | History | New | 9,457 | 358 | 0.0% | — | 35 | +9,457 | New | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 9,076 | 344 | 0.0% | 0.0% | 36 | +1,577 | 21.03% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 8,615 | 326 | 0.0% | 0.0% | 37 | +47 | 0.55% | Q2 2026 | Jul 29, 2026 |
| Nuveen, LLC | History | New | 8,372 | 317 | 0.0% | — | 38 | +8,372 | New | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 8,117 | 308 | 0.0% | 0.0% | 39 | +7 | 0.09% | Q2 2026 | Jul 17, 2026 |
| PRINCETON CAPITAL MANAGEMENT LLC | History | No change | 7,813 | 296 | 0.07% | 0.07% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quadrature Capital Ltd | History | New | 7,553 | 286 | 0.0% | — | 41 | +7,553 | New | Q2 2026 | Aug 06, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 7,461 | 283 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | New | 7,472 | 282 | 0.0% | — | 43 | +7,472 | New | Q2 2026 | Aug 14, 2026 |
| Black Maple Capital Management LP | History | Added to | 7,119 | 270 | 0.15% | 0.13% | 44 | +1 | 0.01% | Q2 2026 | Aug 14, 2026 |
| Princeton Global Asset Management LLC | History | No change | 6,994 | 265 | 0.04% | 0.04% | 45 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 6,363 | 241 | 0.0% | 0.0% | 46 | -1,054 | -14.21% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Reduced | 5,105 | 193 | 0.0% | 0.0% | 47 | -396 | -7.2% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 4,983 | 189 | 0.0% | 0.0% | 48 | +3,149 | 171.7% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,343 | 164 | 0.0% | 0.0% | 49 | +2,356 | 118.57% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 4,135 | 156 | 0.0% | 0.0% | 50 | -13 | -0.31% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3,975 | 150 | 0.0% | 0.0% | 51 | -4 | -0.1% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | Reduced | 3,764 | 142 | 0.0% | 0.0% | 52 | -196 | -4.95% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 3,058 | 116 | 0.0% | 0.0% | 53 | +2,481 | 429.98% | Q2 2026 | Aug 06, 2026 |
| MetLife Investment Management, LLC | History | No change | 3,050 | 115 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 2,354 | 89 | 0.0% | 0.0% | 55 | +2,107 | 853.04% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 2,350 | 89 | 0.0% | 0.0% | 56 | -122 | -4.94% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,335 | 88 | 0.0% | 0.0% | 57 | +794 | 51.52% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 1,743 | 66 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 1,745 | 66 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 1,239 | 47 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,050 | 39 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 870 | 33 | 0.0% | 0.0% | 62 | -17 | -1.92% | Q2 2026 | Aug 12, 2026 |
| CWM, LLC | History | No change | 769 | 25 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 484 | 18 | 0.0% | 0.0% | 64 | +60 | 14.15% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 470 | 17 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 420 | 15 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 359 | 13 | 0.0% | 0.0% | 67 | -815 | -69.42% | Q2 2026 | Aug 11, 2026 |
| GoalVest Advisory LLC | History | New | 350 | 13 | 0.0% | — | 68 | +350 | New | Q2 2026 | Jul 08, 2026 |
| Arax Advisory Partners | History | Added to | 194 | 7 | 0.0% | — | 69 | +167 | 618.52% | Q2 2026 | Aug 10, 2026 |
| GAMMA Investing LLC | History | Reduced | 191 | 7 | 0.0% | 0.0% | 70 | -2 | -1.04% | Q2 2026 | Jul 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 125 | 4 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 88 | 3 | 0.0% | 0.0% | 72 | -68 | -43.59% | Q2 2026 | Jul 28, 2026 |
| North Star Investment Management Corp. | History | No change | 87 | 3 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 70 | 2 | 0.0% | 0.0% | 75 | -212 | -75.18% | Q2 2026 | Aug 24, 2026 |
| Allworth Financial LP | History | Added to | 53 | 2 | 0.0% | — | 76 | +39 | 278.57% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 63 | 2 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Essential Partners LLC | History | Reduced | 31 | 1 | 0.0% | 0.0% | 80 | -62 | -66.67% | Q2 2026 | Aug 10, 2026 |
| Global Retirement Partners, LLC | History | New | 50 | 1 | 0.0% | — | 81 | +50 | New | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | Added to | 47 | 1 | 0.0% | 0.0% | 77 | +11 | 30.56% | Q2 2026 | Jul 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 27 | 1 | 0.0% | 0.0% | 78 | -6 | -18.18% | Q2 2026 | Jul 24, 2026 |
| Covestor Ltd | History | Reduced | 15 | 1 | 0.0% | 0.0% | 79 | -1 | -6.25% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -10,072 | -100.0% | Q2 2026 | Aug 12, 2026 |
| SilverOak Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,004 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Optiver Holding B.V. | History | Reduced | 6 | 0 | — | 0.0% | — | -48 | -88.89% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 12 | 0 | — | — | — | +4 | 50.0% | Q2 2026 | Aug 06, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Fortitude Family Office, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 20, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 22, 2026 |
| True Wealth Design, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q2 2026 | Jul 16, 2026 |
| FIFTH THIRD BANCORP | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 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% | Q2 2026 | Jul 22, 2026 |
| SJS Investment Consulting Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |