Roundview Capital LLC

Position in BPRN — Princeton Bancorp, Inc.

CIK 1476804 PRINCETON, NJ

Position in BPRN

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$2,147,670

+$464 QoQ

Shares Held

63,597

+2.7% QoQ

Ownership

0.934%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Roundview Capital LLC holds $2,833,842 across 4 Banks - Regional names. BPRN ranks #1 (75.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BPRN	Princeton Bancorp, Inc. This page	63,597	$2,147,670
2	CLBK	Columbia Financial, Inc.	14,385	$251,881
3	PFS	Provident Financial Services Inc	10,979	$232,315
4	EBC	Eastern Bankshares, Inc.	10,326	$201,976

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,147,670	63,597	+2.7%	Shares	Sole	2026-05-08
2025-12-31	$2,147,206	61,897	+0.2%	Shares	Sole	2026-02-09
2025-09-30	$1,967,457	61,792	0.0%	Shares	Sole	2025-11-12
2025-06-30	$1,887,127	61,792	+14.9%	Shares	Sole	2025-07-23
2025-03-31	$1,643,345	53,792	+2.4%	Shares	Sole	2025-05-06
2024-12-31	$1,809,021	52,542	0.0%	Shares	Sole	2025-02-12
2024-09-30	$1,943,003	52,542	0.0%	Shares	Sole	2024-11-14
2024-06-30	$1,739,140	52,542	+10.5%	Shares	Sole	2024-08-09
2024-03-31	$1,463,342	47,542	-2.1%	Shares	Sole	2024-05-06
2023-12-31	$1,742,657	48,542	0.0%	Shares	Sole	2024-02-12
2023-09-30	$1,407,232	48,542	0.0%	Shares	Sole	2023-11-13
2023-06-30	$1,326,167	48,542	+5.4%	Shares	Sole	2023-08-09
2023-03-31	$1,460,452	46,042	—	Shares	Sole	2023-05-09
No filing history on record for this holder in this stock.