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Equibles

GoalVest Advisory LLC

Position in BPRN — Princeton Bancorp, Inc.

CIK 1839307 NEW YORK, NY
Back to BPRN Full portfolio

Position in BPRN

as of Sep 30, 2026 · filed Oct 2, 2026
Position Value
$15,022
+$1,740 QoQ
Shares Held
350
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2
of 3 holders
Holding Since
Jun 2026
2 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in BPRN Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Sep 30, 2026

GoalVest Advisory LLC holds $669,627 across 20 Banks - Regional names. BPRN ranks #12 (2.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 OBT
Orange County Bancorp, Inc. /DE/
 4,100 $151,495
2 UMBF
Umb Financial Corp
 865 $112,458
3 USB
US Bancorp De
 1,301 $75,145
4 CFG
Citizens Financial Group Inc/Ri
 883 $56,300
5 TFC
Truist Financial Corp
 1,063 $49,216
6 KEY
Keycorp /New/
 1,476 $29,623
7 CFR
Cullen/Frost Bankers, Inc.
 194 $29,617
8 FITB
Fifth Third Bancorp
 545 $27,566

All Filings in BPRN

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-09-30 $15,022 350
2026-06-30 $13,282 350