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Provident Bancorp shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Provident Bancorp (PVBC) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Provident Bancorp

Tip: Access up to 7 years of quarterly data

All positions including Provident Bancorp held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Provident Bancorp by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $182k 20k 9.10
2023-09-30 $194k 20k 9.69
2023-06-30 $166k 20k 8.28
2023-03-31 $137k 20k 6.84
2022-12-31 $146k 20k 7.29

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Top funds holding Provident Bancorp

Stilwell Value
M3F
T. Rowe Price Investment Management
Vanguard Group
Dimensional Fund Advisors
Alliancebernstein
Millennium Management
Kennedy Capital Management
Geode Capital Management
Susquehanna International
Sandler O'Neill Asset Management
BlackRock
Bridgeway Capital Management
Renaissance Technologies
Goldman Sachs Group

View all funds holding Provident Bancorp