Private Wealth Management Group, LLC

Position in BPRN — Princeton Bancorp, Inc.

CIK 2011342 PRINCETON, NJ

Position in BPRN

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,432,270

+$113,856 QoQ

Shares Held

37,741

-3.3% QoQ

Ownership

0.554%

of shares outstanding

% of Portfolio

2.18%

of 13F equity value

Holder Rank

#18

of 90 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Private Wealth Management Group, LLC holds $2,119,118 across 60 Banks - Regional names. BPRN ranks #1 (67.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BPRN	Princeton Bancorp, Inc. This page	37,741	$1,432,270
2	HBAN	Huntington Bancshares Inc /Md/	5,027	$89,128
3	PFS	Provident Financial Services Inc	3,639	$86,025
4	TFC	Truist Financial Corp	966	$48,126
5	PNC	Pnc Financial Services Group, Inc.	170	$41,857
6	FBP	First Bancorp /Pr/	1,528	$39,834
7	RF	Regions Financial Corp	1,184	$35,756
8	USB	US Bancorp De	486	$29,354

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,432,270	37,741	-3.3%	Shares	Sole	2026-07-27
2026-03-31	$1,318,414	39,041	-0.2%	Shares	Sole	2026-04-23
2025-12-31	$1,357,211	39,124	-3.4%	Shares	Sole	2026-01-23
2025-09-30	$1,289,265	40,492	-3.8%	Shares	Sole	2025-10-17
2025-06-30	$1,285,520	42,093	-7.3%	Shares	Sole	2025-07-29
2025-03-31	$1,387,306	45,411	-5.5%	Shares	Sole	2025-05-02
2024-12-31	$1,654,533	48,055	-1.6%	Shares	Sole	2025-01-27
2024-09-30	$1,805,733	48,830	-11.6%	Shares	Sole	2024-10-29
2024-06-30	$1,828,642	55,246	-0.0%	Shares	Sole	2024-08-13
2024-03-31	$1,700,502	55,247	-2.1%	Shares	Sole	2024-04-30
2023-12-31	$2,025,154	56,411	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.