RIL
PVBC

Rothschild Investment LLC’s Provident Bancorp PVBC Stock Holding History

Rothschild Investment 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
-120
Closed -$1.5K – 3489
2025
Q3 		$1.5K Hold
120
– – ﹤0.01% 2399
2025
Q2 		$1.5K Buy
+120
New +$1.36K ﹤0.01% 2248

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

Rothschild Investment LLC's PVBC Position: Q4 2025 in Review

Rothschild Investment LLC sold out of Provident Bancorp (PVBC) in Q4 2025, closing a stake of 120 shares — an estimated $1.5K sold.

Rothschild Investment LLC first reported a position in PVBC in Q2 2025 and held it in 2 quarters. The position peaked at $1.5K in Q3 2025. 2 funds tracked by Wall St. Rank hold PVBC as of Q4 2025.

  • Rothschild Investment LLC reported no remaining Provident Bancorp position as of Q4 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 120 Provident Bancorp shares in Q4 2025, an estimated $1.5K.
  • Rothschild Investment LLC first reported a position in Provident Bancorp in Q2 2025 and held it in 2 quarters.
  • Rothschild Investment LLC's Provident Bancorp position peaked at $1.5K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held Provident Bancorp as of Q4 2025.

Based on Rothschild Investment LLC's 13F filing for Q4 2025, filed 10 Feb 2026.