Provident Living Financial Services, Inc. historic quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Provident Living Financial Services, Inc. opened 2 positions, added to 20, reduced 38 and sold out of 2.
- Q2 2026: Stock XOMXXXX; Country of operation —; Class COM; Shares before 7,363.
- Q1 2026: Stock WFC; Country of operation United States; Class COM; Shares before 2,418.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2083149), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-05); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Incision Capital Management LP | United States | $0.091B | 4 |
| MLP3, LLC | United States | $0.091B | 86 |
| General Motors Holdings LLC | United States | $0.091B | 5 |
| Plus Group Wealth Advisors LLC | United States | $0.091B | 41 |
| Spruce Point Capital Management, LLC | United States | $0.091B | 24 |
| WD Thunder CV Ultimate GP LLC | United States | $0.090B | 1 |
| SCP Investment, LP | United States | $0.090B | 48 |
| Catalyst Investment Management LLC | United States | $0.090B | 65 |
| Private Harbour Investment Management & Counsel, LLC | United States | $0.091B | 36 |
| Markin Asset Management, LP | United States | $0.091B | 38 |