True Wealth Design’s Provident Bancorp PVBC Stock Holding History

True Wealth Design’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	-4	Closed	-$51	–	2769
2025 Q3	$51	Buy	+4	New	+$51	﹤0.01%	2569
2025 Q2	–	Sell	-12	Closed	-$138	–	2775
2025 Q1	$138	Buy	+12	New	+$140	﹤0.01%	2096

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

True Wealth Design's PVBC Position: Q4 2025 in Review

True Wealth Design sold out of Provident Bancorp (PVBC) in Q4 2025, closing a stake of 4 shares — an estimated $51 sold.

True Wealth Design first reported a position in PVBC in Q1 2025 and held it in 2 quarters. The position peaked at $138 in Q1 2025. 2 funds tracked by Wall St. Rank hold PVBC as of Q4 2025.

True Wealth Design reported no remaining Provident Bancorp position as of Q4 2025 after selling out during the quarter.
True Wealth Design sold 4 Provident Bancorp shares in Q4 2025, an estimated $51.
True Wealth Design first reported a position in Provident Bancorp in Q1 2025 and held it in 2 quarters.
True Wealth Design's Provident Bancorp position peaked at $138 in Q1 2025.
2 funds tracked by Wall St. Rank held Provident Bancorp as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.