NF
PVBC

Nvest Financial’s Provident Bancorp PVBC Stock Holding History

Nvest Financial’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
Q1 		– Sell
-15,418
Closed -$176K – 108
2024
Q4 		$176K Hold
15,418
– – 0.09% 111
2024
Q3 		$166K Buy
+15,418
New +$165K 0.09% 91
2024
Q1 		– Sell
-15,418
Closed -$155K – 81
2023
Q4 		$155K Hold
15,418
– – 0.12% 68
2023
Q3 		$149K Buy
15,418
+240
+2% +$2.28K 0.14% 60
2023
Q2 		$126K Buy
+15,178
New +$114K 0.11% 61
2023
Q1 		– Sell
-22,677
Closed -$165K – 64
2022
Q4 		$165K Buy
+22,677
New +$230K 0.21% 50

Other funds holding PVBC

SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Nvest Financial's PVBC Position: Q1 2025 in Review

Nvest Financial sold out of Provident Bancorp (PVBC) in Q1 2025, closing a stake of 15,418 shares — an estimated $176K sold.

Nvest Financial first reported a position in PVBC in Q4 2022 and held it in 6 quarters. The position peaked at $176K in Q4 2024. 70 funds tracked by Wall St. Rank hold PVBC as of Q1 2025.

  • Nvest Financial reported no remaining Provident Bancorp position as of Q1 2025 after selling out during the quarter.
  • Nvest Financial sold 15,418 Provident Bancorp shares in Q1 2025, an estimated $176K.
  • Nvest Financial first reported a position in Provident Bancorp in Q4 2022 and held it in 6 quarters.
  • Nvest Financial's Provident Bancorp position peaked at $176K in Q4 2024.
  • 70 funds tracked by Wall St. Rank held Provident Bancorp as of Q1 2025.

Based on Nvest Financial's 13F filing for Q1 2025, filed 23 Apr 2025.