Carson Wealth (CWM LLC)
PVBC

Carson Wealth (CWM LLC)’s Provident Bancorp PVBC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PVBC Stock Details PVBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,545
Closed -$19K – 5586
2025
Q3 		$19K Buy
1,545
+1,015
+192% +$12.8K ﹤0.01% 4162
2025
Q2 		$7K Buy
530
+138
+35% +$1.57K ﹤0.01% 4482
2025
Q1 		$5K Buy
392
+200
+104% +$2.34K ﹤0.01% 4478
2024
Q4 		$2K Buy
192
+112
+140% +$1.24K ﹤0.01% 4596
2024
Q3 		$1K Buy
+80
New +$854 ﹤0.01% 4677
2024
Q1 		– Sell
-76
Closed -$1K – 4669
2023
Q4 		$1K Hold
76
– – ﹤0.01% 4021
2023
Q3 		$1K Hold
76
– – ﹤0.01% 4053
2023
Q2 		$1K Sell
76
-20
-21% -$151 ﹤0.01% 4039
2023
Q1 		$1K Hold
96
– – ﹤0.01% 3900
2022
Q4 		$1K Buy
+96
New +$974 ﹤0.01% 3817

Other funds holding PVBC

N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PVBC Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Provident Bancorp (PVBC) in Q4 2025, closing a stake of 1,545 shares — an estimated $19K sold.

Carson Wealth (CWM LLC) first reported a position in PVBC in Q4 2022 and held it in 10 quarters. The position peaked at $19K in Q3 2025. 2 funds tracked by Wall St. Rank hold PVBC as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Provident Bancorp position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,545 Provident Bancorp shares in Q4 2025, an estimated $19K.
  • Carson Wealth (CWM LLC) first reported a position in Provident Bancorp in Q4 2022 and held it in 10 quarters.
  • Carson Wealth (CWM LLC)'s Provident Bancorp position peaked at $19K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held Provident Bancorp as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.