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Princeton Bancorp shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of Princeton Bancorp (BPRN) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in Princeton Bancorp

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Princeton Bancorp by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 49k 36.98
2024-03-31 $1.7M 55k 30.78
2023-12-31 $2.0M 56k 35.90

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Private Wealth Management Group

Top funds holding Princeton Bancorp

Alliancebernstein
BlackRock
Vanguard Group
Systematic Financial Management
Dimensional Fund Advisors
Geode Capital Management
Bridgeway Capital Management
Acadian Asset Management
State Street Corporation
Royce & Associates
Roundview Capital
Private Wealth Management Group
Renaissance Technologies
Empowered Funds
First Manhattan

View all funds holding Princeton Bancorp