Summit Wealth Group’s Provident Bancorp PVBC Stock Holding History

Summit Wealth Group’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	-22,200	Closed	-$278K	–	121
2025 Q3	$278K	Sell	22,200 -2,750	-11%	-$34.8K	0.07%	95
2025 Q2	$312K	Buy	+24,950	New	+$283K	0.08%	86

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

Summit Wealth Group's PVBC Position: Q4 2025 in Review

Summit Wealth Group sold out of Provident Bancorp (PVBC) in Q4 2025, closing a stake of 22,200 shares — an estimated $278K sold.

Summit Wealth Group first reported a position in PVBC in Q2 2025 and held it in 2 quarters. The position peaked at $312K in Q2 2025. 2 funds tracked by Wall St. Rank hold PVBC as of Q4 2025.

Summit Wealth Group reported no remaining Provident Bancorp position as of Q4 2025 after selling out during the quarter.
Summit Wealth Group sold 22,200 Provident Bancorp shares in Q4 2025, an estimated $278K.
Summit Wealth Group first reported a position in Provident Bancorp in Q2 2025 and held it in 2 quarters.
Summit Wealth Group's Provident Bancorp position peaked at $312K in Q2 2025.
2 funds tracked by Wall St. Rank held Provident Bancorp as of Q4 2025.

Based on Summit Wealth Group's 13F filing for Q4 2025, filed 6 Feb 2026.