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Allworth Financial’s Privia Health PRVA Stock Holding History

Allworth Financial’s Portfolio PRVA Stock Details PRVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$48.3K Buy
1,879
+209
+13% +$4.84K ﹤0.01% 2520
2026
Q1 		$34.4K Buy
1,670
+494
+42% +$11.1K ﹤0.01% 2597
2025
Q4 		$27.9K Sell
1,176
-34
-3% -$828 ﹤0.01% 2586
2025
Q3 		$30.1K Buy
1,210
+221
+22% +$4.76K ﹤0.01% 2452
2025
Q2 		$22.7K Buy
989
+1
+0.1% +$23 ﹤0.01% 2438
2025
Q1 		$23.2K Buy
988
+10
+1% +$232 ﹤0.01% 1989
2024
Q4 		$22.2K Buy
978
+13
+1% +$258 ﹤0.01% 2026
2024
Q3 		$17.6K Hold
965
– – ﹤0.01% 2001
2024
Q2 		$18.5K Buy
+965
New +$17.1K ﹤0.01% 1931
2024
Q1 		– Sell
-13
Closed -$300 – 3669
2023
Q4 		$300 Buy
13
+2
+18% +$45 ﹤0.01% 3237
2023
Q3 		$253 Buy
+11
New +$280 ﹤0.01% 3201

Other funds holding PRVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RF
Rubicon Founders Nashville, Tennessee $196M AUM 53.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Allworth Financial's PRVA Position: Q2 2026 in Review

Allworth Financial increased its Privia Health (PRVA) stake by 13% in Q2 2026, buying an estimated $4.84K and bringing the position to 1,879 shares worth $48.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2520.

Allworth Financial first reported a position in PRVA in Q3 2023 and has held it in 11 quarters since. 301 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

  • Allworth Financial held 1,879 shares of Privia Health worth $48.3K as of Q2 2026.
  • Allworth Financial bought 209 Privia Health shares in Q2 2026, an estimated $4.84K.
  • Privia Health made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2520 holding.
  • Allworth Financial first reported a position in Privia Health in Q3 2023 and has held it in 11 quarters since.
  • 301 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.