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Princeton Bancorp, Inc.

BPRN
Exchange
Nasdaq
Industry
State Commercial Banks
SEC CIK
0001913971

In the last 90 days, Princeton Bancorp, Inc. insiders filed 2 open-market purchases and 2 sales; 90 institutions reported holding it in 13F filings for Q2 2026, worth $115.1M in total; no superinvestor holds it.

13F holders, Q4 2023

Institutional positions in Princeton Bancorp, Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
62
+10 vs. Q3 2023
Shares held
2.75M
+108.0K (+4.1%) vs. Q3 2023
Total value
$98.9M
+$22.1M (+28.9%) vs. Q3 2023
New holders
12
20 more added
Sold out
2
12 more reduced

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting BPRN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2023: 62 institutions
Q1 2021: 48 institutionsQ2 2021: 48 institutionsQ3 2021: 44 institutionsQ4 2021: 46 institutionsQ1 2022: 47 institutionsQ2 2022: 45 institutionsQ3 2022: 43 institutionsQ4 2022: 46 institutionsQ1 2023: 49 institutionsQ2 2023: 54 institutionsQ3 2023: 53 institutionsQ4 2023: 62 institutionsQ1 2024: 63 institutionsQ2 2024: 58 institutionsQ3 2024: 66 institutionsQ4 2024: 69 institutionsQ1 2025: 72 institutionsQ2 2025: 74 institutionsQ3 2025: 79 institutionsQ4 2025: 80 institutionsQ1 2026: 88 institutionsQ2 2026: 90 institutions
Value heldQ4 2023: $98.9M
Q1 2021: $74.7MQ2 2021: $65.3MQ3 2021: $72.2MQ4 2021: $74.9MQ1 2022: $71.0MQ2 2022: $66.5MQ3 2022: $69.1MQ4 2022: $78.6MQ1 2023: $80.0MQ2 2023: $75.2MQ3 2023: $77.0MQ4 2023: $98.9MQ1 2024: $83.0MQ2 2024: $90.6MQ3 2024: $109.7MQ4 2024: $105.1MQ1 2025: $93.6MQ2 2025: $89.6MQ3 2025: $93.6MQ4 2025: $101.6MQ1 2026: $101.2MQ2 2026: $115.1M
Institutions holding BPRN and their total value by quarter
QuarterHoldersValue
Q2 202690$115.1M
Q1 202688$101.2M
Q4 202580$101.6M
Q3 202579$93.6M
Q2 202574$89.6M
Q1 202572$93.6M
Q4 202469$105.1M
Q3 202466$109.7M
Q2 202458$90.6M
Q1 202463$83.0M
Q4 202362$98.9M
Q3 202353$77.0M
Q2 202354$75.2M
Q1 202349$80.0M
Q4 202246$78.6M
Q3 202243$69.1M
Q2 202245$66.5M
Q1 202247$71.0M
Q4 202146$74.9M
Q3 202144$72.2M
Q2 202148$65.3M
Q1 202148$74.7M

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Princeton Bancorp, Inc.; share changes are against Q3 2023.

Institutions holding BPRN in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Nisa Investment Advisors, LLC13$4670.00%00.0%Unchanged
Comerica Bank16$5740.00%00.0%Unchanged
Covestor Ltd36$1.00K0.00%−16−30.8%Reduced
West Tower Group, LLC75$2.69K0.01%+75New
FMR LLC126$4.52K0.00%+7+5.9%Added
Glen Eagle Advisors, LLC250$8.97K0.00%00.0%Unchanged
Metropolitan Life Insurance Co286$10.3K0.00%00.0%Unchanged
AJOVista, LLC318$11.4K0.01%+318New
Ameritas Investment Partners, Inc.420$15.1K0.00%00.0%Unchanged
Amalgamated Bank443$16.0K0.00%−51−10.3%Reduced
Legal & General Group Plc470$16.9K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)578$20.8K0.00%−65−10.1%Reduced
Citigroup Inc726$26.1K0.00%+723+24,100.0%Added
California State Teachers Retirement System837$30.0K0.00%−285−25.4%Reduced
Copeland Capital Management, LLC845$30.3K0.00%−205−19.5%Reduced
Wells Fargo & Company1,563$56.1K0.00%+194+14.2%Added
Deutsche Bank AG1,710$61.4K0.00%+1,710New
American International Group, Inc.2,527$90.7K0.00%−9−0.4%Reduced
MetLife Investment Management2,764$99.2K0.00%00.0%Unchanged
SG Americas Securities, LLC2,802$101.0K0.00%+2,802New
The PNC Financial Services Group, Inc.2,900$104.1K0.00%00.0%Unchanged
New York State Common Retirement Fund3,543$127.2K0.00%00.0%Unchanged
Rhumbline Advisers5,358$192.3K0.00%−124−2.3%Reduced
Bank of America Corp5,728$205.6K0.00%+1,454+34.0%Added
Ritholtz Wealth Management6,062$217.6K0.01%+6,062New
Glenmede Trust Co NA6,525$234.2K0.00%+6,525New
Invesco Ltd.6,603$237.0K0.00%+6,603New
Squarepoint Ops LLC6,881$247.0K0.00%+6,881New
Barclays PLC6,995$251.1K0.00%+6,995New
Brinker Capital Investments, LLC7,454$258.5K0.00%−344−4.4%Reduced
Orion Portfolio Solutions, LLC7,454$258.5K0.00%−344−4.4%Reduced
Nuveen Asset Management, LLC7,503$269.4K0.00%+7,503New
Citadel Advisors LLC7,842$281.5K0.00%+7,842New
UBS Group AG8,816$316.5K0.00%+4,486+103.6%Added
Royal Bank of Canada9,774$351.0K0.00%+693+7.6%Added
Cambridge Investment Research Advisors, Inc.10,207$366.0K0.00%+276+2.8%Added
NJ State Employees Deferred Compensation Plan11,000$394.9K0.05%00.0%Unchanged
Morgan Stanley12,152$436.3K0.00%+7,457+158.8%Added
Commonwealth Equity Services, LLC12,546$450.0K0.00%00.0%Unchanged
Charles Schwab Investment Management Inc13,213$474.3K0.00%00.0%Unchanged
JPMorgan Chase & Co14,304$513.5K0.00%+4,171+41.2%Added
O'Shaughnessy Asset Management, LLC14,345$515.0K0.01%−898−5.9%Reduced
LSV Asset Management14,700$528.0K0.00%00.0%Unchanged
First Manhattan Co22,500$807.8K0.00%+2,500+12.5%Added
Empowered Funds, LLC26,304$944.3K0.02%+2,304+9.6%Added
Bank of New York Mellon Corp26,516$951.9K0.00%+2,603+10.9%Added
Renaissance Technologies LLC37,523$1.35M0.00%00.0%Unchanged
Northern Trust Corp41,884$1.50M0.00%+1,532+3.8%Added
Roundview Capital LLC48,542$1.74M0.16%00.0%Unchanged
Private Wealth Management Group, LLC56,411$2.03M1.00%+56,411New
State Street Corp59,959$2.15M0.00%+116+0.2%Added
Royce & Associates LP62,826$2.26M0.02%−50,741−44.7%Reduced
Acadian Asset Management LLC78,756$2.83M0.01%00.0%Unchanged
Bridgeway Capital Management, LLC81,650$2.93M0.06%+2,304+2.9%Added
Dimensional Fund Advisors LP88,692$3.18M0.00%+2,347+2.7%Added
Geode Capital Management, LLC105,465$3.79M0.00%+7,247+7.4%Added
Elizabeth Park Capital Advisors, Ltd.122,572$4.40M3.05%00.0%Unchanged
Banc Funds Co LLC282,631$10.1M1.00%00.0%Unchanged
Vanguard Group Inc299,911$10.8M0.00%+2,057+0.7%Added
Systematic Financial Management LP300,063$10.8M0.32%−4,427−1.5%Reduced
BlackRock Inc.313,190$11.2M0.00%+43,267+16.0%Added
Alliancebernstein L.P.479,990$17.2M0.01%+1,761+0.4%Added
BHZ Capital Management, LP0$00.00%−29,017−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−2,728−100.0%Sold out
First Republic Investment Management, Inc.––––Not filed