Stifel Financial’s Provident Bancorp PVBC Stock Holding History

Stifel 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 Q4	–	Sell	-11,777	Closed	-$148K	–	3684
2025 Q3	$148K	Buy	11,777 +1,203	+11%	+$15.2K	﹤0.01%	3400
2025 Q2	$132K	Buy	+10,574	New	+$120K	﹤0.01%	3329

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

Stifel Financial's PVBC Position: Q4 2025 in Review

Stifel Financial sold out of Provident Bancorp (PVBC) in Q4 2025, closing a stake of 11,777 shares — an estimated $148K sold.

Stifel Financial first reported a position in PVBC in Q2 2025 and held it in 2 quarters. The position peaked at $148K in Q3 2025. 2 funds tracked by Wall St. Rank hold PVBC as of Q4 2025.

Stifel Financial reported no remaining Provident Bancorp position as of Q4 2025 after selling out during the quarter.
Stifel Financial sold 11,777 Provident Bancorp shares in Q4 2025, an estimated $148K.
Stifel Financial first reported a position in Provident Bancorp in Q2 2025 and held it in 2 quarters.
Stifel Financial's Provident Bancorp position peaked at $148K in Q3 2025.
2 funds tracked by Wall St. Rank held Provident Bancorp as of Q4 2025.

Based on Stifel Financial's 13F filing for Q4 2025, filed 13 Feb 2026.