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Princeton Bancorp shares owned by SilverOak Wealth Management

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

Historical chart of SilverOak Wealth Management investment in Princeton Bancorp

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Princeton Bancorp by SilverOak Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $210k 6.6k 31.84
2025-06-30 $232k 7.6k 30.54

More positions owned by SilverOak Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Russell 2000 Etf (IWM)
3M Company (MMM)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)

View all positions for SilverOak Wealth Management

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