BPRN · Princeton Bancorp, Inc.

$42.33 -0.07 (-0.17%) At close · Aug 25

Market Cap

$288.40M

6.81M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 90

Total Value: $117,387,410

Total Shares: 3,093,229

Institutional Ownership Trend

15 quarters

Holder Concentration

Across 90 13F filers · Δ vs Mar 31, 2026

Top Holder

17.6%

−1.2 pts

Top 5

50.5%

−2.4 pts

Top 10

69.6%

−1.7 pts

HHI

736

Broadly held−42

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +2

Institutional value: +16.6%

Shares held: +3.7%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega BlackRock, Inc.	+59,371	427,681
Large ROYCE & ASSOCIATES LP	+19,919	100,389
Mega DIMENSIONAL FUND ADVISORS LP	+13,067	173,450
Small Fourthstone LLC	+10,733	53,218
Large RENAISSANCE TECHNOLOGIES LLC	+9,763	46,786

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mid SYSTEMATIC FINANCIAL MANAGEMENT LP	−37,356	201,531
Mega VANGUARD CAPITAL MANAGEMENT LLC	−35,325	216,010
Mega ALLIANCEBERNSTEIN L.P.	−16,410	544,129
Micro Private Wealth Management Group, LLC	−1,300	37,741
Mega MILLENNIUM MANAGEMENT LLC	−1,054	6,363

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Large Squarepoint Ops LLC	9,457	$358,893
Mega Nuveen, LLC	8,372	$317,717
Large Quadrature Capital Ltd	7,553	$286,636
Mega HSBC HOLDINGS PLC	7,472	$283,562
Small GoalVest Advisory LLC	350	$13,282

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large Focus Partners Wealth	10,072	$340,131
Micro SilverOak Wealth Management LLC	6,004	$202,755
Large CWM, LLC	769	$25,969
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	282	$9,523
Large MAI Capital Management	20	$675

Filter: New 9 Increased 38 Reduced 21 Sold out 7 Unchanged 22

Showing 90 of 90

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

ALLIANCEBERNSTEIN L.P.

$20,649,695

17.59%

544,129

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	544,129	$20,649,695	100.0%	Defined

BlackRock, Inc.

$16,230,490

13.83%

427,681

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	35,332	$1,340,849	8.3%	Sole
BlackRock Investment Management, LLC	17,819	$676,231	4.2%	Sole
BLACKROCK ADVISORS LLC	11,121	$422,041	2.6%	Sole
BlackRock Fund Advisors	252,362	$9,577,137	59.0%	Sole
BlackRock Institutional Trust Company, N.A.	110,105	$4,178,484	25.7%	Sole
BlackRock Japan Co. Ltd	893	$33,889	0.2%	Sole
Aperio Group, LLC	49	$1,859	0.0%	Sole

VANGUARD CAPITAL MANAGEMENT LLC

$8,197,579

6.98%

216,010

SYSTEMATIC FINANCIAL MANAGEMENT LP

$7,648,100

6.52%

201,531

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AFFILIATED MANAGERS GROUP, INC.	178,325	$6,767,433	88.5%	Defined
MORGAN STANLEY	23,206	$880,667	11.5%	Other

DIMENSIONAL FUND ADVISORS LP

$6,582,426

5.61%

173,450

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	675	$25,616	0.4%	Defined
DFA Australia Ltd.	1,760	$66,792	1.0%	Defined
Dimensional Ireland Ltd	5,943	$225,536	3.4%	Defined
Held directly	165,072	$6,264,482	95.2%	Sole

BANC FUNDS CO LLC

$5,841,491

4.98%

153,926

GEODE CAPITAL MANAGEMENT, LLC

$5,030,310

4.29%

132,551

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	19,434	$737,520	14.7%	Defined
Held directly	113,117	$4,292,790	85.3%	Defined

ACADIAN ASSET MANAGEMENT LLC

$4,035,830

3.44%

106,346

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acadian Inc	106,346	$4,035,830	100.0%	Defined

ROYCE & ASSOCIATES LP

$3,809,762

3.25%

100,389

BASSWOOD CAPITAL MANAGEMENT, L.L.C.

$3,701,225

3.15%

97,529

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$2,807,578

2.39%

73,981

STATE STREET CORP

$2,723,975

2.32%

71,778

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	71,778	$2,723,975	100.0%	Defined

Roundview Capital LLC

$2,413,506

2.06%

63,597

FIRST MANHATTAN CO. LLC.

$2,234,837

1.90%

58,889

Fourthstone LLC

$2,019,623

1.72%

53,218

RENAISSANCE TECHNOLOGIES LLC

$1,775,528

1.51%

46,786

NORTHERN TRUST CORP

$1,518,644

1.29%

40,017

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	39,187	$1,487,146	97.9%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	830	$31,498	2.1%	Other

Private Wealth Management Group, LLC

$1,432,270

1.22%

37,741

VANGUARD FIDUCIARY TRUST CO

$1,316,106

1.12%

34,680

VANGUARD PORTFOLIO MANAGEMENT LLC

$1,298,383

1.11%

34,213

Empowered Funds, LLC

$1,275,499

1.09%

33,610

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Bridgeway Capital Management, LLC	33,610	$1,275,499	100.0%	Other

LSV ASSET MANAGEMENT

$1,219,599

1.04%

32,137

Bank of New York Mellon Corp

$1,197,775

1.02%

31,562

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	23,743	$901,046	75.2%	Defined
The Bank of New York Mellon	7,786	$295,478	24.7%	Defined
BNY Mellon, NA	31	$1,176	0.1%	Defined
Held directly	2	$75	0.0%	Defined

GLENMEDE TRUST CO NA

$1,053,757

0.90%

27,767

AQR CAPITAL MANAGEMENT LLC

$844,915

0.72%

22,264

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RF&L WEALTH MANAGEMENT, LLC	1	$37	0.0%	Other
Prism Planning Partners LLC	26	$986	0.1%	Other
Arax Advisory Partners	245	$9,297	1.1%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	86	$3,263	0.4%	Other
Stokes Family Office, LLC	59	$2,239	0.3%	Other
Held directly	21,847	$829,093	98.1%	Defined

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$729,133

0.62%

19,213

Sequoia Financial Advisors, LLC

$687,426

0.59%

18,114

BROWN ADVISORY INC

$635,662

0.54%

16,750

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Brown Advisory LLC	16,750	$635,662	100.0%	Defined

MORGAN STANLEY

$581,845

0.50%

15,332

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	11	$417	0.1%	Defined
MORGAN STANLEY & CO. LLC	1,468	$55,710	9.6%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	807	$30,625	5.3%	Defined
MORGAN STANLEY SMITH BARNEY LLC	5,025	$190,697	32.8%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	8,021	$304,396	52.3%	Defined

CITADEL ADVISORS LLC

$573,424

0.49%

15,110

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	15,110	$573,424	100.0%	Defined

STRS OHIO

$538,890

0.46%

14,200

Connor, Clark & Lunn Investment Management Ltd.

$520,636

0.44%

13,719

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	13,719	$520,636	100.0%	Sole

Cambridge Investment Research Advisors, Inc.

$431,984

0.37%

11,383

GSA CAPITAL PARTNERS LLP

$375,173

0.32%

9,886

Squarepoint Ops LLC

$358,893

0.31%

9,457

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Squarepoint Capital LLP	9,457	$358,893	100.0%	Defined

GOLDMAN SACHS GROUP INC

$344,434

0.29%

9,076

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	9,076	$344,434	100.0%	Defined

COMMONWEALTH EQUITY SERVICES, LLC

$326,939

0.28%

8,615

Nuveen, LLC

$317,717

0.27%

8,372

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	772	$29,297	9.2%	Defined
TEACHERS ADVISORS, LLC joint	7,600	$288,420	90.8%	Defined

Farther Finance Advisors, LLC

$308,040

0.26%

8,117

PRINCETON CAPITAL MANAGEMENT LLC

$296,503

0.25%

7,813

Quadrature Capital Ltd

$286,636

0.24%

7,553

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Quadrature US Inc.	7,553	$286,636	100.0%	Other

HSBC HOLDINGS PLC

$283,562

0.24%

7,472

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
HSBC BANK PLC	7,472	$283,562	100.0%	Defined

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$283,144

0.24%

7,461

Black Maple Capital Management LP

$270,166

0.23%

7,119

Princeton Global Asset Management LLC

$265,422

0.23%

6,994

MILLENNIUM MANAGEMENT LLC

$241,475

0.21%

6,363

BARCLAYS PLC

$193,734

0.17%

5,105

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	5,049	$191,609	98.9%	Defined
BARCLAYS CAPITAL INC.	56	$2,125	1.1%	Defined

DEUTSCHE BANK AG\

$189,104

0.16%

4,983

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS Investments UK Ltd	4,983	$189,104	100.0%	Defined

WELLS FARGO & COMPANY/MN

$164,816

0.14%

4,343

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	4,318	$163,868	99.4%	Defined
WELLS FARGO CLEARING SERVICES, LLC	25	$948	0.6%	Defined

RHUMBLINE ADVISERS

$156,923

0.13%

4,135

JPMORGAN CHASE & CO

$150,851

0.13%

3,975

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	2,115	$80,264	53.2%	Defined
J.P. Morgan Securities LLC	1,860	$70,587	46.8%	Defined

UBS Group AG

$142,843

0.12%

3,764

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	2,760	$104,742	73.3%	Defined
UBS AG	1,004	$38,101	26.7%	Defined

Russell Investments Group, Ltd.

$116,050

0.10%

3,058

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	3,058	$116,050	100.0%	Defined

MetLife Investment Management, LLC

$115,747

0.10%

3,050

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	3,050	$115,747	100.0%	Defined

CITIGROUP INC

$89,334

0.08%

2,354

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	2,354	$89,334	100.0%	Defined

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$89,182

0.08%

2,350

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	2,350	$89,182	100.0%	Defined

ROYAL BANK OF CANADA

$88,612

0.08%

2,335

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	171	$6,489	7.3%	Defined
RBC Capital Markets, LLC	2,164	$82,123	92.7%	Defined

Vanguard Global Advisers, LLC

$66,222

0.06%

1,745

NEW YORK STATE COMMON RETIREMENT FUND

$66,146

0.06%

1,743

Police & Firemen's Retirement System of New Jersey

$47,020

0.04%

1,239

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	1,239	$47,020	100.0%	Defined

PNC FINANCIAL SERVICES GROUP, INC.

$39,847

0.03%

1,050

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	1,050	$39,847	100.0%	Other

NewEdge Advisors, LLC

$33,016

0.03%

870

FMR LLC

$18,367

0.02%

484

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	438	$16,622	90.5%	Defined
STRATEGIC ADVISERS LLC	46	$1,745	9.5%	Defined

Legal & General Group Plc

$17,836

0.02%

470

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	470	$17,836	100.0%	Defined

Ameritas Investment Partners, Inc.

$15,939

0.01%

420

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	420	$15,939	100.0%	Other

Tower Research Capital LLC (TRC)

$13,624

0.01%

359

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	359	$13,624	100.0%	Defined

GoalVest Advisory LLC

$13,282

0.01%

350

Arax Advisory Partners

$7,362

0.01%

194

GAMMA Investing LLC

$7,248

0.01%

191

BROWN BROTHERS HARRIMAN & CO

$4,743

0.00%

125

Integrated Wealth Concepts LLC

$4,288

0.00%

113

Sterling Capital Management LLC

$3,339

0.00%

North Star Investment Management Corp.

$3,301

0.00%

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$2,390

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	63	$2,390	100.0%	Defined

Allworth Financial LP

$2,011

0.00%

Global Retirement Partners, LLC

$1,897

0.00%

IFP Advisors, Inc

$1,783

0.00%

Essential Partners LLC

$1,176

0.00%

EverSource Wealth Advisors, LLC

$1,023

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMSS Wesson Wealth Solutions, LLC	10	$378	37.0%	Sole
Held directly	17	$645	63.0%	Sole

FIFTH THIRD BANCORP

$683

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	18	$683	100.0%	Defined

NISA INVESTMENT ADVISORS, LLC

$493

0.00%

ROTHSCHILD INVESTMENT LLC

$455

0.00%

Optiver Holding B.V.

$227

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Optiver VOF	6	$227	100.0%	Defined

Basecamp Wealth Advisors LLC

$113

0.00%

SBI Securities Co., Ltd.

$113

0.00%

True Wealth Design, LLC

$75

0.00%

Fortitude Family Office, LLC

$75

0.00%

Wealth Enhancement Trust Services, Inc.

$75

0.00%

SJS Investment Consulting Inc.

$37

0.00%

Covestor Ltd

0.00%

Key facts CIK 1913971 CUSIP 74179A107 13F (30d) 78 filings 77 filers Visit website