EverSource Wealth Advisors’s Provident Bancorp PVBC Stock Holding History

EverSource Wealth Advisors’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	-16	Closed	-$200	–	4405
2025 Q3	$200	Buy	16 +13	+433%	+$164	﹤0.01%	4111
2025 Q2	$37	Hold	3	–	–	﹤0.01%	4207
2025 Q1	$34	Buy	+3	New	+$35	﹤0.01%	3937

Other funds holding PVBC

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

EverSource Wealth Advisors's PVBC Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of Provident Bancorp (PVBC) in Q4 2025, closing a stake of 16 shares — an estimated $200 sold.

EverSource Wealth Advisors first reported a position in PVBC in Q1 2025 and held it in 3 quarters. The position peaked at $200 in Q3 2025. 2 funds tracked by Wall St. Rank hold PVBC as of Q4 2025.

EverSource Wealth Advisors reported no remaining Provident Bancorp position as of Q4 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 16 Provident Bancorp shares in Q4 2025, an estimated $200.
EverSource Wealth Advisors first reported a position in Provident Bancorp in Q1 2025 and held it in 3 quarters.
EverSource Wealth Advisors's Provident Bancorp position peaked at $200 in Q3 2025.
2 funds tracked by Wall St. Rank held Provident Bancorp as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.