undamentalytics Newsletter

Princeton Bancorp, Inc.: which funds bought and sold

Institutions that bought and sold Princeton Bancorp shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 45 institutions that filed 13F reports for both quarters added to or opened positions in Princeton Bancorp, and 25 cut or closed them. Together they added a net 123K shares, +4.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 53K shares (+5.3%); index fund managers were net buyers of 45K shares (+4.9%). 8 opened a new position and 4 sold out entirely.

Bought, Q2 2026 45 institutions, 8 of them new holders Sold, Q2 2026 25 institutions, 4 of them sold out
Net change, all compared +123K shares (+4.1%)
Net change, active managers +53K shares (+5.3%), 10 bought, 3 sold

Buyers versus sellers

institutions compared, 92
Active managers and hedge funds 10 bought · 3 sold · +53K
Index fund managers 6 bought · 3 sold · +45K
Other institutions 29 bought · 19 sold · +25K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds +59K +16.1% 428K $16.2M
Royce & Associates LP Active manager +20K +24.8% 100K $3.8M
Dimensional Fund Advisors LP +13K +8.1% 173K $6.6M
Cambridge Investment Research Advisors, Inc. +11K +101.4% 23K $864,000
Fourthstone LLC +11K +25.3% 53K $2M
Renaissance Technologies LLC Hedge fund +9,763 +26.4% 47K $1.8M
Squarepoint Ops LLC Hedge fund +9,457 New position 9,457 $358,893
Acadian Asset Management LLC Active manager +8,538 +8.7% 106K $4M
AQR Capital Management LLC Hedge fund +8,426 +60.9% 22K $844,906
Nuveen, LLC +8,372 New position 8,372 $317,717
Geode Capital Management, LLC Index funds +8,242 +6.6% 133K $5M
Quadrature Capital Ltd Hedge fund +7,553 New position 7,553 $286,636
HSBC Holdings PLC +7,472 New position 7,472 $282,442
Charles Schwab Investment Management Inc Index funds +6,008 +45.5% 19K $729,133
Basswood Capital Management, L.L.C. +5,841 +6.4% 98K $3.7M
Citadel Advisors LLC Hedge fund +5,130 +51.4% 15K $573,425
Morgan Stanley +5,044 +49.0% 15K $581,873
Strs Ohio +4,600 +47.9% 14K $538,890
Vanguard Portfolio Management LLC Index funds +4,091 +13.6% 34K $1.3M
Deutsche Bank Ag\ +3,149 +171.7% 4,983 $189,105

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Systematic Financial Management LP −37K −15.6% 202K $7.6M
Vanguard Capital Management LLC Index funds −35K −14.1% 216K $8.2M
Alliancebernstein L.P. Active manager −16K −2.9% 544K $18.4M
Focus Partners Wealth −10K Sold out 0 —
Silveroak Wealth Management LLC −6,004 Sold out 0 —
Private Wealth Management Group, LLC −1,300 −3.3% 38K $1.4M
Millennium Management LLC Hedge fund −1,054 −14.2% 6,363 $241,476
Tower Research Capital LLC (TRC) −815 −69.4% 359 $13,624
State Street Corp Index funds −600 −0.8% 72K $2.7M
Barclays PLC −396 −7.2% 5,105 $193,735
Bridgeway Capital Management, LLC Active manager −366 −0.5% 74K $2.8M
Empowered Funds, LLC −366 −1.1% 34K $1.3M
California State Teachers Retirement System −212 −75.2% 70 $2,657
UBS Group AG −196 −4.9% 3,764 $142,844
Mirae Asset Global Etfs Holdings Ltd. −122 −4.9% 2,350 $89,183
Sterling Capital Management LLC −68 −43.6% 88 $3,340
Essential Partners LLC −62 −66.7% 31 $1,176
Optiver Holding B.V. −48 −88.9% 6 $228
Mai Capital Management −20 Sold out 0 —
Newedge Advisors, LLC −17 −1.9% 870 $33,024

New positions

largest by value
InstitutionSharesValue June 30, 2026
Squarepoint Ops LLCHedge fund 9,457 $358,893
Nuveen, LLC 8,372 $317,717
Quadrature Capital LtdHedge fund 7,553 $286,636
HSBC Holdings PLC 7,472 $282,442
Goalvest Advisory LLC 350 $13,283
Integrated Wealth Concepts LLC 113 $4,304
Fortitude Family Office, LLC 2 $76
Wealth Enhancement Trust Services, Inc. 2 $76

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Focus Partners Wealth 10K $340,132
Silveroak Wealth Management LLC 6,004 $202,755
Mai Capital Management 20 $676
Root Financial Partners, LLC 3 $101

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
90
Ten largest holders
69.4%
of 13F-reported shares
Index fund managers
31.6%
of 13F-reported shares
Active managers and hedge funds
33.8%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 10 3 2 0 +53K +5.3%
Index fund managers 6 3 0 0 +45K +4.9%
Other institutions 29 19 6 4 +25K +2.4%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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