PVBC PROVIDENT BANCORP INC

Ownership history in NewEdge Wealth, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which NewEdge Wealth, LLC reported a position in PROVIDENT BANCORP INC (PVBC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2025 Q1)
Avg. % of fund
0.01%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 46,000 -3,398 -6.9% 0.01% $589K
2025 Q2 REDUCED 49,398 -25,216 -33.8% 0.01% $600K
2025 Q1 REDUCED 74,614 -1,700 -2.2% 0.02% $857K
2024 Q4 INITIATED 76,314 0.02% $870K
% of Fund (quarterly)

Other funds also holding PVBC

As of 2025 Q4 — sorted by position size

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.0% IFP Advisors, Inc 3Y 7Y 0.0%
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