GRP
PVBC

Global Retirement Partners’s Provident Bancorp PVBC Stock Holding History

Global Retirement Partners’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
2024
Q4 		$54.5K Hold
4,785
– – ﹤0.01% 1584
2024
Q3 		$51.6K Buy
+4,785
New +$51.1K ﹤0.01% 1544

Other funds holding PVBC

SV
Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Global Retirement Partners's PVBC Position: Q4 2024 in Review

Global Retirement Partners held its Provident Bancorp (PVBC) position steady in Q4 2024 at 4,785 shares worth $54.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1584.

Global Retirement Partners first reported a position in PVBC in Q3 2024 and has held it in 2 quarters since. 65 funds tracked by Wall St. Rank hold PVBC as of Q4 2024.

  • Global Retirement Partners held 4,785 shares of Provident Bancorp worth $54.5K as of Q4 2024.
  • Global Retirement Partners left its Provident Bancorp share count unchanged in Q4 2024.
  • Provident Bancorp made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #1584 holding.
  • Global Retirement Partners first reported a position in Provident Bancorp in Q3 2024 and has held it in 2 quarters since.
  • 65 funds tracked by Wall St. Rank held Provident Bancorp as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.