Provident Trust Company

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Provident Trust Company
CRD #110118
SEC #801-58213
CIK #0001076964, 0001140436, 0001778784, 0001852897
AUM 6,858.5 M (2026-04-08)
Employees 12 (17% Investors, 0% Brokers)
Fees
Minimum
Phone262-521-2300
AddressN16 W23217 Stone Ridge Drive
Waukesha, WI 53188-1199
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
7.56.04.53.01.50.01999200820172027
Sector Form 13F Holdings Value ($B)
Visa Inc 0.1
Vertex Pharmaceuticals Inc / Ma 0.1
Alphabet Inc 0.1
Microsoft Corp 0.1
FleetCor Technologies Inc 0.1
Taiwan Semiconductor Manufacturing Co Ltd 0.1
CACI International Inc /DE/ 0.0
BlackRock Inc 0.0
Schwab Charles Corp 0.0
Intercontinentalexchange Group Inc 0.0
View All
Holdings by Sector ($B)
7.56.04.53.01.50.02011201620212027
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 178 0.0
(b) Individuals (high net worth individuals) 814 5.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 0.2
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 41 0.8
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 3 0.0
Total 1,037 6.9
By Discretionary
Discretionary 1,034 6.9
Non-Discretionary 3 0.0
Total 1,037 6.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 6.8
Total 1,037 6.9
EDGAR Form CIK 2011 - 2026
13F-HR [0001076964]
13F-HR [0001140436]
10-K [0001778784]
10-Q [0001778784]
3 [0001778784]
4 [0001778784]
8-K [0001778784]
SC 13D [0001778784]
SC 13G [0001778784]
D [0001852897]
Form 13D/13G Filer Form 13D/13G Subject Filed
AllianceBernstein LP Provident Bancorp Inc /MD/ [2025-11-14]
Vanguard Group Inc Provident Bancorp Inc /MD/ [2025-07-29]
Glazer Capital LLC Provident Bancorp Inc /MD/ [2025-07-15]
Bankprov Employee Stock Ownership Plan Trust Provident Bancorp Inc /MD/ [2025-02-12]
BlackRock Inc Provident Bancorp Inc /MD/ [2025-02-04]
T Rowe Price Investment Management Inc Provident Bancorp Inc /MD/ [2024-02-14]
Stilwell Joseph Provident Bancorp Inc /MD/ [2023-05-15]
T Rowe Price Investment Management Inc Provident Bancorp Inc /MD/ [2023-02-14]
M3 Partners LP Provident Bancorp Inc /MD/ [2022-09-19]
Principal Financial Group Inc Provident Bancorp Inc /MD/ [2022-02-11]
View All
Firm Profile (Form ADV)
Discretionary AUM$2.1B
ServesInstitutional, Retail
Form 3/4/5 Subject 2011 - 2026
Provident Investment Management Inc
DeStefano Lisa
DeLeo James A
Reilly Joseph B
Fisher Kenneth R
Sullivan Arthur
Mancini Joseph
Pollack Dennis
Piette Barbara
Cousins Frank G Jr
View All
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Provident Investment Management Inc PVBC
Common Stock
2025-11-15 Disposed to issuer 21,245
Provident Investment Management Inc PVBC
Common Stock
2025-11-15 Disposed to issuer 3,471
Provident Investment Management Inc PVBC
Common Stock
2025-11-15 Disposed to issuer 17,384
Provident Investment Management Inc PVBC
Common Stock
2025-11-15 Disposed to issuer 52,773
Provident Investment Management Inc PVBC
Common Stock
2025-11-15 Disposed to issuer 25,000
Provident Investment Management Inc PVBC
Common Stock
2025-11-15 Disposed to issuer 10,000
Provident Investment Management Inc PVBC
Common Stock
2025-11-15 Disposed to issuer 90,267
Provident Investment Management Inc PVBC
Common Stock
2025-11-15 Disposed to issuer 14,628
Provident Investment Management Inc PVBC
Common Stock
2025-11-15 Disposed to issuer 1,914
Provident Investment Management Inc PVBC
Common Stock
2025-11-15 Disposed to issuer 7,926
Provident Investment Management Inc PVBC
Common Stock
2025-11-15 Disposed to issuer 47,721
Provident Investment Management Inc PVBC
Common Stock
2025-11-15 Disposed to issuer 20,710
Provident Investment Management Inc PVBC
Common Stock
2025-11-15 Disposed to issuer 202
Provident Investment Management Inc PVBC
Common Stock
2025-11-15 Disposed to issuer 6,689
Provident Investment Management Inc PVBC
Common Stock
2025-11-15 Disposed to issuer 23,683
Provident Investment Management Inc PVBC
Common Stock
2025-11-15 Disposed to issuer 151
Provident Investment Management Inc PVBC
Common Stock
2025-11-15 Disposed to issuer 302
Provident Investment Management Inc PVBC
Common Stock
2025-11-15 Disposed to issuer 7,426
Provident Investment Management Inc PVBC
Common Stock
2025-11-15 Disposed to issuer 7,583
Provident Investment Management Inc PVBC
Common Stock
2025-11-15 Disposed to issuer 39,728
showing 20 of 191 most recent transactions
Comparable Firms State AUM
Community Capital Management LLC
FL 6,995.8 M
Cannell & Spears LLC
NY 6,992.2 M
PGIM Custom Harvest LLC
NJ 6,902.4 M
PGIM DC Solutions LLC
NJ 6,897.6 M
Harbor Investment Advisory LLC
MD 6,869.2 M
Prowell Financial Management LLC
PA 6,863.6 M
Fisher Retirement Solutions LLC
TX 6,847.9 M
Confluence Wealth Services Inc
PA 6,836.0 M
Confluence Investment Management LLC
MO 6,719.2 M
Vestgen Advisors LLC
IL 6,665.6 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com