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Amalgamated Bank’s Privia Health PRVA Stock Holding History

Amalgamated Bank’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 		$820K Sell
31,884
-1,433
-4% -$33.2K 0.01% 1194
2026
Q1 		$685K Sell
33,317
-233
-0.7% -$5.25K 0.01% 1215
2025
Q4 		$795K Buy
33,550
+534
+2% +$13K 0.01% 1159
2025
Q3 		$822K Buy
33,016
+3,232
+11% +$69.6K 0.01% 1130
2025
Q2 		$685K Buy
29,784
+448
+2% +$10.4K 0.01% 1174
2025
Q1 		$659K Sell
29,336
-1,011
-3% -$23.5K 0.01% 1158
2024
Q4 		$593K Sell
30,347
-31
-0.1% -$614 ﹤0.01% 1243
2024
Q3 		$553K Sell
30,378
-1,225
-4% -$23.4K ﹤0.01% 1263
2024
Q2 		$549K Sell
31,603
-1,343
-4% -$23.8K ﹤0.01% 1266
2024
Q1 		$645K Sell
32,946
-12,459
-27% -$263K 0.01% 1214
2023
Q4 		$1.05M Buy
45,405
+13
+0% +$291 0.01% 1149
2023
Q3 		$1.04M Buy
45,392
+7,188
+19% +$183K 0.01% 1094
2023
Q2 		$998K Buy
38,204
+30,885
+422% +$816K 0.01% 1130
2023
Q1 		$202K Sell
7,319
-319
-4% -$8.42K ﹤0.01% 1801
2022
Q4 		$173K Buy
7,638
+418
+6% +$11.6K ﹤0.01% 1916
2022
Q3 		$246K Buy
7,220
+371
+5% +$13.7K ﹤0.01% 1781
2022
Q2 		$199K Buy
6,849
+1,110
+19% +$28.2K ﹤0.01% 1877
2022
Q1 		$153K Buy
+5,739
New +$135K ﹤0.01% 2040

Other funds holding PRVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CWG
C WorldWide Group Copenhagen, Denmark $4.15B AUM 13.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Amalgamated Bank's PRVA Position: Q2 2026 in Review

Amalgamated Bank reduced its Privia Health (PRVA) stake by 4.3% in Q2 2026, selling an estimated $33.2K and leaving 31,884 shares worth $820K. The position accounts for 0.01% of the portfolio, ranked #1194.

Amalgamated Bank first reported a position in PRVA in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.05M in Q4 2023. 127 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

  • Amalgamated Bank held 31,884 shares of Privia Health worth $820K as of Q2 2026.
  • Amalgamated Bank sold 1,433 Privia Health shares in Q2 2026, an estimated $33.2K.
  • Privia Health made up 0.01% of Amalgamated Bank's portfolio in Q2 2026, its #1194 holding.
  • Amalgamated Bank first reported a position in Privia Health in Q1 2022 and has held it in 18 quarters since.
  • Amalgamated Bank's Privia Health position peaked at $1.05M in Q4 2023.
  • 127 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.