Kovitz Investment Group Partners
PVBC

Kovitz Investment Group Partners’s Provident Bancorp PVBC Stock Holding History

Kovitz Investment Group 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
2025
Q4 		– Sell
-19,200
Closed -$241K – 1111
2025
Q3 		$241K Buy
19,200
+1,856
+11% +$23.5K ﹤0.01% 1284
2025
Q2 		$215K Buy
+17,344
New +$197K ﹤0.01% 1260

Other funds holding PVBC

Nuveen
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

Kovitz Investment Group Partners's PVBC Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Provident Bancorp (PVBC) in Q4 2025, closing a stake of 19,200 shares — an estimated $241K sold.

Kovitz Investment Group Partners first reported a position in PVBC in Q2 2025 and held it in 2 quarters. The position peaked at $241K in Q3 2025. 2 funds tracked by Wall St. Rank hold PVBC as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Provident Bancorp position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 19,200 Provident Bancorp shares in Q4 2025, an estimated $241K.
  • Kovitz Investment Group Partners first reported a position in Provident Bancorp in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Provident Bancorp position peaked at $241K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held Provident Bancorp as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.