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Princeton Bancorp Inc (BPRN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares190,853 from 173,450
Change+17,403 (+10%)
Value$8.2M (+$1.6M)
Filed 2026-11-04
Geode Capital Management, LLC
DECREASED
Shares128,694 from 132,551
Change-3,857 (-3%)
Value$5.5M (+$493.5K)
Filed 2026-11-06
Acadian Asset Management LLC
INCREASED
Shares122,670 from 106,346
Change+16,324 (+15%)
Value$5.3K (-$4.0M)
Filed 2026-11-09
Royce & Associates LP
DECREASED
Shares97,384 from 100,389
Change-3,005 (-3%)
Value$4.2M (+$370.0K)
Filed 2026-11-09
Private Wealth Management Group, LLC
DECREASED
Shares36,391 from 37,741
Change-1,350 (-4%)
Value$1.6M (+$129.6K)
Filed 2026-10-19
Bank of New York Mellon Corp
INCREASED
Shares32,208 from 31,562
Change+646 (+2%)
Value$1.4M (+$184.6K)
Filed 2026-11-05
LSV Asset Management
DECREASED
Shares29,677 from 32,137
Change-2,460 (-8%)
Value$1.3K (-$1.2M)
Filed 2026-11-06
Strs Ohio
INCREASED
Shares20,100 from 14,200
Change+5,900 (+42%)
Value$862.7K (+$323.8K)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares11,475 from 11,383
Change+92 (+1%)
Value$493 (-$431.5K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares8,655 from 8,615
Change+40 (+0%)
Value$371.5K (+$44.5K)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares8,128 from 8,117
Change+11 (+0%)
Value$348.9K (+$40.8K)
Filed 2026-10-08
Princeton Capital Management LLC
UNCHANGED
Shares7,813 from 7,813
Change0 (0%)
Value$335.3K (+$38.8K)
Filed 2026-10-27
Princeton Global Asset Management LLC
UNCHANGED
Shares6,994 from 6,994
Change0 (0%)
Value$300.2K (+$34.8K)
Filed 2026-10-21
Deutsche Bank Ag\
DECREASED
Shares4,331 from 4,983
Change-652 (-13%)
Value$185.9K (-$3.2K)
Filed 2026-11-06
Barclays PLC
DECREASED
Shares4,189 from 5,105
Change-916 (-18%)
Value$179.8K (-$13.9K)
Filed 2026-11-06
Russell Investments Group, Ltd.
INCREASED
Shares3,171 from 3,058
Change+113 (+4%)
Value$136.1K (+$20.1K)
Filed 2026-11-06
Police & Firemen's Retirement System of New Jersey
UNCHANGED
Shares1,239 from 1,239
Change0 (0%)
Value$53.2K (+$6.2K)
Filed 2026-11-09
PNC Financial Services Group, Inc.
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$45.1K (+$5.2K)
Filed 2026-11-06
Mirae Asset Global Investments Co., Ltd.
NEW
Shares351
Change+351
Value$15.1K
Filed 2026-11-03
GoalVest Advisory LLC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$15.0K (+$1.7K)
Filed 2026-10-02
Citigroup Inc
DECREASED
Shares274 from 2,354
Change-2,080 (-88%)
Value$11.8K (-$77.6K)
Filed 2026-11-04
Gamma Investing LLC
INCREASED
Shares249 from 191
Change+58 (+30%)
Value$10.7K (+$3.4K)
Filed 2026-10-08
Sterling Capital Management LLC
INCREASED
Shares109 from 88
Change+21 (+24%)
Value$4.7K (+$1.3K)
Filed 2026-10-22
North Star Investment Management Corp.
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$3.7K (+$432)
Filed 2026-10-27
Allworth Financial LP
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$2.0K ($0)
Filed 2026-11-06
IFP Advisors, Inc
INCREASED
Shares49 from 47
Change+2 (+4%)
Value$2.1K (+$319)
Filed 2026-10-16
Essential Partners LLC
INCREASED
Shares32 from 31
Change+1 (+3%)
Value$1.4K (+$197)
Filed 2026-10-14
EverSource Wealth Advisors, LLC
INCREASED
Shares30 from 27
Change+3 (+11%)
Value$1.3K (+$263)
Filed 2026-11-04
Covestor Ltd
INCREASED
Shares26 from 15
Change+11 (+73%)
Value$1 ($0)
Filed 2026-10-30
SJS Investment Consulting Inc.
INCREASED
Shares21 from 1
Change+20 (+2000%)
Value$902 (+$864)
Filed 2026-10-26
Fifth Third Bancorp
DECREASED
Shares13 from 18
Change-5 (-28%)
Value$567 (-$130)
Filed 2026-11-05
Nisa Investment Advisors, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$558 (+$65)
Filed 2026-10-20
Root Financial Partners, LLC
NEW
Shares9
Change+9
Value$386
Filed 2026-10-21
True Wealth Design, LLC
INCREASED
Shares3 from 2
Change+1 (+50%)
Value$129 (+$53)
Filed 2026-10-13
SBI Securities Co., Ltd.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$129 (+$15)
Filed 2026-10-22
Provenance Wealth Advisors, LLC
NEW
Shares2
Change+2
Value$86
Filed 2026-10-30
Fortitude Family Office, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$86 (+$10)
Filed 2026-10-14
Squarepoint Ops LLC
CLOSED
Shares0 from 9,457
Change-9,457 (-100%)
Value$0 (-$358.9K)
Filed 2026-11-09
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$76)
Filed 2026-10-07
Alliancebernstein L.P.
N/A
Shares— from 544,129
Change-544,129 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 427,681
Change-427,681 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 216,010
Change-216,010 (-100%)
Value—
Systematic Financial Management LP
N/A
Shares— from 201,531
Change-201,531 (-100%)
Value—
Banc Funds Co LLC
N/A
Shares— from 153,926
Change-153,926 (-100%)
Value—
Basswood Capital Management, L.L.C.
N/A
Shares— from 97,529
Change-97,529 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 73,981
Change-73,981 (-100%)
Value—
State Street Corp
N/A
Shares— from 71,778
Change-71,778 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 63,597
Change-63,597 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 58,889
Change-58,889 (-100%)
Value—
Fourthstone LLC
N/A
Shares— from 53,218
Change-53,218 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 46,786
Change-46,786 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 40,017
Change-40,017 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 34,680
Change-34,680 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 34,213
Change-34,213 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 33,610
Change-33,610 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 27,767
Change-27,767 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 22,264
Change-22,264 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 19,213
Change-19,213 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 18,114
Change-18,114 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 16,750
Change-16,750 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 15,332
Change-15,332 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 15,110
Change-15,110 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 13,719
Change-13,719 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 9,886
Change-9,886 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 9,076
Change-9,076 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 8,372
Change-8,372 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 7,553
Change-7,553 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 7,472
Change-7,472 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 7,461
Change-7,461 (-100%)
Value—
Black Maple Capital Management LP
N/A
Shares— from 7,119
Change-7,119 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 6,363
Change-6,363 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,343
Change-4,343 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 4,135
Change-4,135 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,975
Change-3,975 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,764
Change-3,764 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 3,050
Change-3,050 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,335
Change-2,335 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 1,745
Change-1,745 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 1,743
Change-1,743 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 870
Change-870 (-100%)
Value—
FMR LLC
N/A
Shares— from 484
Change-484 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 470
Change-470 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 420
Change-420 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 359
Change-359 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 194
Change-194 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 125
Change-125 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 70
Change-70 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 6
Change-6 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED190,853173,450+17,403+10%$6.6M$8.2M+$1.6M2026-11-04
Geode Capital Management, LLC
DECREASED128,694132,551-3,857-3%$5.0M$5.5M+$493.5K2026-11-06
Acadian Asset Management LLC
INCREASED122,670106,346+16,324+15%$4.0M$5.3K-$4.0M2026-11-09
Royce & Associates LP
DECREASED97,384100,389-3,005-3%$3.8M$4.2M+$370.0K2026-11-09
Private Wealth Management Group, LLC
DECREASED36,39137,741-1,350-4%$1.4M$1.6M+$129.6K2026-10-19
Bank of New York Mellon Corp
INCREASED32,20831,562+646+2%$1.2M$1.4M+$184.6K2026-11-05
LSV Asset Management
DECREASED29,67732,137-2,460-8%$1.2M$1.3K-$1.2M2026-11-06
Strs Ohio
INCREASED20,10014,200+5,900+42%$538.9K$862.7K+$323.8K2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED11,47511,383+92+1%$432.0K$493-$431.5K2026-11-02
Commonwealth Equity Services, LLC
INCREASED8,6558,615+40+0%$326.9K$371.5K+$44.5K2026-11-02
Farther Finance Advisors, LLC
INCREASED8,1288,117+11+0%$308.0K$348.9K+$40.8K2026-10-08
Princeton Capital Management LLC
UNCHANGED7,8137,81300%$296.5K$335.3K+$38.8K2026-10-27
Princeton Global Asset Management LLC
UNCHANGED6,9946,99400%$265.4K$300.2K+$34.8K2026-10-21
Deutsche Bank Ag\
DECREASED4,3314,983-652-13%$189.1K$185.9K-$3.2K2026-11-06
Barclays PLC
DECREASED4,1895,105-916-18%$193.7K$179.8K-$13.9K2026-11-06
Russell Investments Group, Ltd.
INCREASED3,1713,058+113+4%$116.1K$136.1K+$20.1K2026-11-06
Police & Firemen's Retirement System of New Jersey
UNCHANGED1,2391,23900%$47.0K$53.2K+$6.2K2026-11-09
PNC Financial Services Group, Inc.
UNCHANGED1,0501,05000%$39.8K$45.1K+$5.2K2026-11-06
Mirae Asset Global Investments Co., Ltd.
NEW351—+351——$15.1K—2026-11-03
GoalVest Advisory LLC
UNCHANGED35035000%$13.3K$15.0K+$1.7K2026-10-02
Citigroup Inc
DECREASED2742,354-2,080-88%$89.3K$11.8K-$77.6K2026-11-04
Gamma Investing LLC
INCREASED249191+58+30%$7.2K$10.7K+$3.4K2026-10-08
Sterling Capital Management LLC
INCREASED10988+21+24%$3.3K$4.7K+$1.3K2026-10-22
North Star Investment Management Corp.
UNCHANGED878700%$3.3K$3.7K+$4322026-10-27
Allworth Financial LP
UNCHANGED535300%$2.0K$2.0K$02026-11-06
IFP Advisors, Inc
INCREASED4947+2+4%$1.8K$2.1K+$3192026-10-16
Essential Partners LLC
INCREASED3231+1+3%$1.2K$1.4K+$1972026-10-14
EverSource Wealth Advisors, LLC
INCREASED3027+3+11%$1.0K$1.3K+$2632026-11-04
Covestor Ltd
INCREASED2615+11+73%$1$1$02026-10-30
SJS Investment Consulting Inc.
INCREASED211+20+2000%$38$902+$8642026-10-26
Fifth Third Bancorp
DECREASED1318-5-28%$697$567-$1302026-11-05
Nisa Investment Advisors, LLC
UNCHANGED131300%$493$558+$652026-10-20
Root Financial Partners, LLC
NEW9—+9——$386—2026-10-21
True Wealth Design, LLC
INCREASED32+1+50%$76$129+$532026-10-13
SBI Securities Co., Ltd.
UNCHANGED3300%$114$129+$152026-10-22
Provenance Wealth Advisors, LLC
NEW2—+2——$86—2026-10-30
Fortitude Family Office, LLC
UNCHANGED2200%$76$86+$102026-10-14
Squarepoint Ops LLC
CLOSED09,457-9,457-100%$358.9K$0-$358.9K2026-11-09
Wealth Enhancement Trust Services, Inc.
CLOSED02-2-100%$76$0-$762026-10-07
Alliancebernstein L.P.
N/A—544,129-544,129-100%$18.4M———
BlackRock, Inc.
N/A—427,681-427,681-100%$16.2M———
Vanguard Capital Management LLC
N/A—216,010-216,010-100%$8.2M———
Systematic Financial Management LP
N/A—201,531-201,531-100%$7.6M———
Banc Funds Co LLC
N/A—153,926-153,926-100%$5.8M———
Basswood Capital Management, L.L.C.
N/A—97,529-97,529-100%$3.7M———
Bridgeway Capital Management, LLC
N/A—73,981-73,981-100%$2.8M———
State Street Corp
N/A—71,778-71,778-100%$2.7M———
Roundview Capital LLC
N/A—63,597-63,597-100%$2.4M———
First Manhattan Co. Llc.
N/A—58,889-58,889-100%$2.2M———
Fourthstone LLC
N/A—53,218-53,218-100%$2.0M———
Renaissance Technologies LLC
N/A—46,786-46,786-100%$1.8M———
Northern Trust Corp
N/A—40,017-40,017-100%$1.5M———
Vanguard Fiduciary Trust Co
N/A—34,680-34,680-100%$1.3M———
Vanguard Portfolio Management LLC
N/A—34,213-34,213-100%$1.3M———
Empowered Funds, LLC
N/A—33,610-33,610-100%$1.3M———
Glenmede Trust Co NA
N/A—27,767-27,767-100%$1.1M———
AQR Capital Management LLC
N/A—22,264-22,264-100%$844.9K———
Charles Schwab Investment Management Inc
N/A—19,213-19,213-100%$729.1K———
Sequoia Financial Advisors, LLC
N/A—18,114-18,114-100%$687.4K———
Brown Advisory Inc
N/A—16,750-16,750-100%$635.7K———
Morgan Stanley
N/A—15,332-15,332-100%$581.9K———
Citadel Advisors LLC
N/A—15,110-15,110-100%$573.4K———
Connor, Clark & Lunn Investment Management Ltd.
N/A—13,719-13,719-100%$520.6K———
GSA Capital Partners LLP
N/A—9,886-9,886-100%$375.0K———
Goldman Sachs Group Inc
N/A—9,076-9,076-100%$344.4K———
Nuveen, LLC
N/A—8,372-8,372-100%$317.7K———
Quadrature Capital Ltd
N/A—7,553-7,553-100%$286.6K———
HSBC Holdings PLC
N/A—7,472-7,472-100%$282.4K———
Arrowstreet Capital, Limited Partnership
N/A—7,461-7,461-100%$283.1K———
Black Maple Capital Management LP
N/A—7,119-7,119-100%$270.2K———
Millennium Management LLC
N/A—6,363-6,363-100%$241.5K———
Wells Fargo & Company
N/A—4,343-4,343-100%$164.8K———
Rhumbline Advisers
N/A—4,135-4,135-100%$156.9K———
JPMorgan Chase & Co
N/A—3,975-3,975-100%$150.5K———
UBS Group AG
N/A—3,764-3,764-100%$142.8K———
MetLife Investment Management, LLC
N/A—3,050-3,050-100%$115.7K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—2,350-2,350-100%$89.2K———
Royal Bank of Canada
N/A—2,335-2,335-100%$88.0K———
Vanguard Global Advisers, LLC
N/A—1,745-1,745-100%$66.2K———
New York State Common Retirement Fund
N/A—1,743-1,743-100%$66.1K———
NewEdge Advisors, LLC
N/A—870-870-100%$33.0K———
FMR LLC
N/A—484-484-100%$18.3K———
Legal & General Group Plc
N/A—470-470-100%$17.8K———
Ameritas Investment Partners, Inc.
N/A—420-420-100%$15.9K———
Tower Research Capital LLC (TRC)
N/A—359-359-100%$13.6K———
Arax Advisory Partners
N/A—194-194-100%$7.4K———
Brown Brothers Harriman & Co
N/A—125-125-100%$4.7K———
California State Teachers Retirement System
N/A—70-70-100%$2.7K———
UBS Asset Management Americas LLC
N/A—63-63-100%$2.4K———
Global Retirement Partners, LLC
N/A—50-50-100%$1.9K———
Rothschild Investment LLC
N/A—12-12-100%$455———
Optiver Holding B.V.
N/A—6-6-100%$228———
Basecamp Wealth Advisors LLC
N/A—3-3-100%$114———
Showing 93 of 93 institutions