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Princeton Bancorp shares owned by Comprehensive Portfolio Management

Quarter-by-quarter ownership of Princeton Bancorp (BPRN) shares owned by Comprehensive Portfolio Management from 13F filings

Historical chart of Comprehensive Portfolio Management investment in Princeton Bancorp

Tip: Access up to 7 years of quarterly data

All positions including Princeton Bancorp held by Comprehensive Portfolio Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Princeton Bancorp by Comprehensive Portfolio Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $218k 6.1k 35.90

More positions owned by Comprehensive Portfolio Management

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Wellington Us Momentum (VFMO)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Amazon (AMZN)

View all positions for Comprehensive Portfolio Management

Top funds holding Princeton Bancorp

Alliancebernstein
Systematic Financial Management
Vanguard Group
Elizabeth Park Capital Advisors
Dimensional Fund Advisors
Royce & Associates
Private Wealth Management Group
Roundview Capital
Bank of New York Mellon
LSV Asset Management
O'shaughnessy Asset Management
Jpmorgan Chase & Co
Charles Schwab Investment Management
Brown Advisory Holdings Incorporated
NJ State Employees Deferred Compensation Plan

View all funds holding Princeton Bancorp