Princeton Bancorp, Inc. - BPRN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 13 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | Added to | 570,457 | 19,789 | 0.01% | 0.01% | 1 | +8,720 | 1.55% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 369,888 | 12,831 | 0.0% | 0.0% | 2 | +6,091 | 1.67% | Q4 2025 | Feb 12, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Reduced | 310,032 | 10,755 | 0.25% | 0.26% | 3 | -29,369 | -8.65% | Q4 2025 | Feb 09, 2026 |
| VANGUARD GROUP INC | History | Added to | 309,130 | 10,723 | 0.0% | 0.0% | 4 | +3,879 | 1.27% | Q4 2025 | Jan 29, 2026 |
| BANC FUNDS CO LLC | History | No change | 153,926 | 5,339 | 1.06% | 0.86% | 5 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 149,148 | 5,174 | 0.0% | 0.0% | 6 | +4,321 | 2.98% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 127,621 | 4,427 | 0.0% | 0.0% | 7 | +659 | 0.52% | Q4 2025 | Feb 09, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 84,347 | 2,925 | 0.06% | 0.06% | 8 | -7,761 | -8.43% | Q4 2025 | Feb 17, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 81,095 | 2,810 | 0.0% | 0.0% | 9 | -2,802 | -3.34% | Q4 2025 | Feb 10, 2026 |
| STATE STREET CORP | History | Reduced | 72,278 | 2,507 | 0.0% | 0.0% | 10 | -99 | -0.14% | Q4 2025 | Feb 13, 2026 |
| Roundview Capital LLC | History | Added to | 61,897 | 2,147 | 0.13% | 0.12% | 11 | +105 | 0.17% | Q4 2025 | Feb 09, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 61,015 | 2,116 | 0.02% | 0.03% | 12 | -19,351 | -24.08% | Q4 2025 | Feb 09, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 43,423 | 1,506 | 0.0% | 0.0% | 13 | -2,000 | -4.4% | Q4 2025 | Feb 12, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 42,990 | 1,491 | 0.0% | 0.0% | 14 | +7,500 | 21.13% | Q4 2025 | Feb 17, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 39,124 | 1,357 | 0.36% | 0.35% | 15 | -1,368 | -3.38% | Q4 2025 | Jan 23, 2026 |
| Fourthstone LLC | History | Added to | 37,789 | 1,310 | 0.25% | 0.16% | 16 | +10,172 | 36.83% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 37,318 | 1,294 | 0.0% | 0.0% | 17 | -978 | -2.55% | Q4 2025 | Feb 17, 2026 |
| Empowered Funds, LLC | History | No change | 33,976 | 1,178 | 0.02% | 0.01% | 18 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Bank of New York Mellon Corp | History | Added to | 31,324 | 1,086 | 0.0% | 0.0% | 19 | +10,184 | 48.17% | Q4 2025 | Feb 10, 2026 |
| GLENMEDE TRUST CO NA | History | New | 26,067 | 904 | 0.0% | — | 20 | +26,067 | New | Q4 2025 | Feb 17, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 24,804 | 860 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 18,098 | 627 | 0.0% | 0.0% | 22 | -1,570 | -7.98% | Q4 2025 | Feb 03, 2026 |
| BROWN ADVISORY INC | History | No change | 16,750 | 581 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 15,802 | 548 | 0.0% | 0.0% | 24 | +6,042 | 61.91% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 14,071 | 488 | 0.0% | 0.0% | 25 | -1,002 | -6.65% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 13,779 | 477 | 0.0% | 0.0% | 26 | +4,868 | 54.63% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 12,647 | 438 | 0.0% | 0.0% | 27 | +2,961 | 30.57% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 12,577 | 436 | 0.0% | 0.0% | 28 | +3,789 | 43.12% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 12,317 | 427 | 0.0% | 0.0% | 29 | -1,263 | -9.3% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 10,980 | 381 | 0.0% | 0.0% | 30 | +112 | 1.03% | Q4 2025 | Feb 05, 2026 |
| Focus Partners Wealth | History | Added to | 10,041 | 348 | 0.0% | 0.0% | 31 | +20 | 0.2% | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | Added to | 9,600 | 333 | 0.0% | 0.0% | 32 | +9,000 | 1500.0% | Q4 2025 | Feb 02, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 8,926 | 310 | 0.03% | 0.02% | 33 | +1,652 | 22.71% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 8,521 | 295 | 0.0% | 0.0% | 34 | +49 | 0.58% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | New | 8,130 | 282 | 0.0% | — | 35 | +8,130 | New | Q4 2025 | Jan 23, 2026 |
| PRINCETON CAPITAL MANAGEMENT LLC | History | No change | 7,813 | 271 | 0.07% | 0.07% | 36 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Nuveen, LLC | History | No change | 7,503 | 260 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 7,461 | 258 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 7,004 | 242 | 0.0% | 0.0% | 39 | +4,667 | 199.7% | Q4 2025 | Feb 17, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 6,994 | 242 | 0.04% | 0.04% | 40 | -400 | -5.41% | Q4 2025 | Jan 20, 2026 |
| SilverOak Wealth Management LLC | History | Reduced | 6,304 | 218 | 0.03% | 0.04% | 41 | -300 | -4.54% | Q4 2025 | Jan 28, 2026 |
| Quadrature Capital Ltd | History | New | 6,085 | 211 | 0.0% | — | 42 | +6,085 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 5,977 | 207 | 0.0% | 0.0% | 43 | -2,690 | -31.04% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,855 | 203 | 0.0% | 0.0% | 44 | +1,953 | 50.05% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 5,337 | 185 | 0.0% | 0.0% | 45 | -1,526 | -22.24% | Q4 2025 | Feb 11, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 4,250 | 147 | 0.0% | 0.0% | 46 | -1,291 | -23.3% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 3,365 | 116 | 0.0% | 0.0% | 47 | -1,610 | -32.36% | Q4 2025 | Jan 29, 2026 |
| MetLife Investment Management, LLC | History | No change | 3,050 | 105 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 2,404 | 83 | 0.0% | 0.0% | 49 | -69 | -2.79% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,801 | 62 | 0.0% | — | 50 | +1,801 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 1,743 | 60 | 0.0% | 0.0% | 51 | -1,800 | -50.8% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,539 | 53 | 0.0% | 0.0% | 52 | +10 | 0.65% | Q4 2025 | Feb 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 1,239 | 42 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 744 | 26 | 0.0% | 0.0% | 54 | +187 | 33.57% | Q4 2025 | Jan 26, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 582 | 20 | 0.0% | 0.0% | 55 | +125 | 27.35% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | No change | 470 | 16 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | Reduced | 425 | 14 | 0.0% | 0.0% | 57 | -33 | -7.21% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 420 | 14 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 320 | 11 | 0.0% | 0.0% | 59 | -107 | -25.06% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 334 | 11 | 0.0% | 0.0% | 60 | -23 | -6.44% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 269 | 9 | 0.0% | 0.0% | 61 | -49 | -15.41% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Added to | 186 | 6 | 0.0% | 0.0% | 63 | +152 | 447.06% | Q4 2025 | Jan 05, 2026 |
| AMALGAMATED BANK | History | Reduced | 164 | 6 | 0.0% | 0.0% | 62 | -7 | -4.09% | Q4 2025 | Feb 05, 2026 |
| CITIGROUP INC | History | Reduced | 131 | 4 | 0.0% | 0.0% | 65 | -316 | -70.69% | Q4 2025 | Feb 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 125 | 4 | 0.0% | — | 64 | +125 | New | Q4 2025 | Feb 12, 2026 |
| North Star Investment Management Corp. | History | New | 87 | 3 | 0.0% | — | 66 | +87 | New | Q4 2025 | Jan 30, 2026 |
| Optiver Holding B.V. | History | No change | 94 | 3 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 36 | 1 | 0.0% | — | 68 | +14 | 63.64% | Q4 2025 | Feb 06, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -7,652 | -100.0% | Q3 2025 | Oct 27, 2025 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -5,189 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -176 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Allworth Financial LP | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 28 | 0 | — | — | — | +9 | 47.37% | Q4 2025 | Feb 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 13 | 0 | — | — | — | -4 | -23.53% | Q4 2025 | Jan 15, 2026 |
| True Wealth Design, LLC | History | Reduced | 1 | 0 | — | — | — | -4 | -80.0% | Q4 2025 | Jan 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 10, 2026 |
| Covestor Ltd | History | Reduced | 6 | 0 | — | — | — | -2 | -25.0% | Q4 2025 | Feb 06, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MAI Capital Management | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |
| SJS Investment Consulting Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 21, 2026 |
| COMERICA BANK | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| SBI Securities Co., Ltd. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |