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Princeton Bancorp shares owned by Global Wealth Management Investment Advisory

Quarter-by-quarter ownership of Princeton Bancorp (BPRN) shares owned by Global Wealth Management Investment Advisory from 13F filings

Historical chart of Global Wealth Management Investment Advisory investment in Princeton Bancorp

Tip: Access up to 7 years of quarterly data

All positions including Princeton Bancorp held by Global Wealth Management Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Princeton Bancorp by Global Wealth Management Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $244k 7.7k 31.84
2025-06-30 $241k 7.9k 30.54
2025-03-31 $241k 7.9k 30.55
2024-12-31 $235k 6.8k 34.43

More positions owned by Global Wealth Management Investment Advisory

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J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Whitehall Fds High Div Yld (VYM)
JPMorgan Chase & Co. (JPM)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Bank of America Corporation (BAC)
Chevron Corporation (CVX)

View all positions for Global Wealth Management Investment Advisory

Top funds holding Princeton Bancorp

Alliancebernstein
BlackRock
Systematic Financial Management
Vanguard Group
Banc Funds Company
Dimensional Fund Advisors
Geode Capital Management
Bridgeway Capital Management
Acadian Asset Management
Royce & Associates
State Street Corporation
Roundview Capital
Renaissance Technologies
Private Wealth Management Group
Northern Trust

View all funds holding Princeton Bancorp