As of the latest SEC filings, Princeton Bancorp, Inc. (BPRN) is held by 113 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $6,325,053.46 in market value, representing a significant portion of its portfolio.
Funds holding Princeton Bancorp, Inc. (BPRN)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- BPRN
- CIK:
- 0001913971
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $6,325,053.46 | 187,298 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $4,667,824.48 | 138,224 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $2,037,546.72 | 60,336 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $1,870,878.31 | 52,303 | Apr 30, 2026 | Jun 26, 2026 |
|
RCSSX
Royce Capital Fund - Small-Cap Portfolio
|
MF | Independent / Boutique | 1.01% | $1,719,129.39 | 50,907 | Mar 31, 2026 | May 21, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $1,694,389.13 | 47,369 | Apr 30, 2026 | Jun 24, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.01% | $1,323,108.60 | 39,180 | Mar 31, 2026 | May 28, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.06% | $1,147,369.52 | 33,976 | Mar 31, 2026 | Jun 1, 2026 |
|
RYVFX
Royce Small-Cap Value Fund
|
MF | Independent / Boutique | 1.00% | $998,342.51 | 29,563 | Mar 31, 2026 | May 21, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $927,245.12 | 27,296 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $882,472.66 | 25,978 | Feb 28, 2026 | Apr 28, 2026 |
|
BOSVX
Omni Small-Cap Value Fund
|
MF | Independent / Boutique | 0.06% | $759,149.60 | 22,480 | Mar 31, 2026 | May 21, 2026 |
|
ITOT
iShares Core S&P Total U.S. Stock Market ETF
|
ETF | BlackRock / iShares | 0.00% | $751,314.96 | 22,248 | Mar 31, 2026 | May 28, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $659,634.57 | 18,441 | Apr 30, 2026 | Jun 29, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $503,105.05 | 14,065 | Apr 30, 2026 | Jun 29, 2026 |
|
DFQTX
U.S. CORE EQUITY 2 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $480,605.72 | 13,436 | Apr 30, 2026 | Jun 24, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.04% | $448,364.29 | 13,277 | Mar 31, 2026 | May 28, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.01% | $415,468.55 | 11,615 | Apr 30, 2026 | Jun 25, 2026 |
|
DFEOX
U.S. CORE EQUITY 1 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $362,672.03 | 10,139 | Apr 30, 2026 | Jun 24, 2026 |
|
BRSIX
Ultra-Small Company Market Fund
|
MF | Independent / Boutique | 0.27% | $336,990.83 | 9,979 | Mar 31, 2026 | May 21, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $334,094.95 | 9,835 | Feb 28, 2026 | Apr 24, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.00% | $326,258.17 | 9,121 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $319,891.11 | 8,943 | Apr 30, 2026 | Jun 29, 2026 |
|
-
Master Small Cap Index Series
|
ETF | Independent / Boutique | 0.01% | $304,031.31 | 9,003 | Mar 31, 2026 | May 28, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $295,817.90 | 8,270 | Apr 30, 2026 | Jun 24, 2026 |
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