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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
2024-03-31 $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)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl Small Cap V (DISV)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)

View all positions for Private Wealth Management Group

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