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Whipplewood Advisors’s Provident Financial PROV Stock Holding History

Whipplewood Advisors’s Portfolio PROV Stock Details PROV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$516 Buy
+32
New +$515 ﹤0.01% 981
2025
Q3 		– Sell
-32
Closed -$496 – 947
2025
Q2 		$496 Sell
32
-15
-32% -$225 ﹤0.01% 1119
2025
Q1 		$467 Buy
47
+15
+47% +$228 ﹤0.01% 1134
2024
Q4 		$509 Buy
+32
New +$500 ﹤0.01% 1113

Other funds holding PROV

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Whipplewood Advisors's PROV Position: Q1 2026 in Review

Whipplewood Advisors opened a new position in Provident Financial (PROV) in Q1 2026: 32 shares worth $516. The stake represents ﹤0.01% of the portfolio and ranks #981 among its holdings. This is a return to the name: Whipplewood Advisors previously reported a position in PROV as recently as Q2 2025.

Whipplewood Advisors first reported a position in PROV in Q4 2024 and has held it in 4 quarters since. 31 funds tracked by Wall St. Rank hold PROV as of Q1 2026.

  • Whipplewood Advisors held 32 shares of Provident Financial worth $516 as of Q1 2026.
  • Provident Financial was a new Whipplewood Advisors position in Q1 2026.
  • Provident Financial made up ﹤0.01% of Whipplewood Advisors's portfolio in Q1 2026, its #981 holding.
  • Whipplewood Advisors first reported a position in Provident Financial in Q4 2024 and has held it in 4 quarters since.
  • 31 funds tracked by Wall St. Rank held Provident Financial as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.