Bank of Montreal
PRVA icon

Bank of Montreal’s Privia Health PRVA Stock Holding History

Bank of Montreal’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 		$823K Sell
31,981
-3,946
-11% -$91.4K ﹤0.01% 2190
2026
Q1 		$739K Buy
35,927
+24,661
+219% +$556K ﹤0.01% 2198
2025
Q4 		$267K Sell
11,266
-7,545
-40% -$184K ﹤0.01% 2665
2025
Q3 		$468K Sell
18,811
-9,883
-34% -$213K ﹤0.01% 2298
2025
Q2 		$660K Buy
28,694
+543
+2% +$12.6K ﹤0.01% 2116
2025
Q1 		$632K Buy
28,151
+4,011
+17% +$93.2K ﹤0.01% 2050
2024
Q4 		$472K Buy
24,140
+4,764
+25% +$94.4K ﹤0.01% 2265
2024
Q3 		$350K Sell
19,376
-145
-0.7% -$2.77K ﹤0.01% 2662
2024
Q2 		$339K Sell
19,521
-34,031
-64% -$603K ﹤0.01% 2655
2024
Q1 		$1.08M Buy
53,552
+35,053
+189% +$740K ﹤0.01% 1958
2023
Q4 		$448K Buy
18,499
+8,962
+94% +$201K ﹤0.01% 2576
2023
Q3 		$233K Buy
9,537
+211
+2% +$5.37K ﹤0.01% 2972
2023
Q2 		$244K Buy
+9,326
New +$246K ﹤0.01% 3096

Other funds holding PRVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of Montreal's PRVA Position: Q2 2026 in Review

Bank of Montreal reduced its Privia Health (PRVA) stake by 11% in Q2 2026, selling an estimated $91.4K and leaving 31,981 shares worth $823K. The position accounts for ﹤0.01% of the portfolio, ranked #2190.

Bank of Montreal first reported a position in PRVA in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.08M in Q1 2024. 281 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

  • Bank of Montreal held 31,981 shares of Privia Health worth $823K as of Q2 2026.
  • Bank of Montreal sold 3,946 Privia Health shares in Q2 2026, an estimated $91.4K.
  • Privia Health made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2190 holding.
  • Bank of Montreal first reported a position in Privia Health in Q2 2023 and has held it in 13 quarters since.
  • Bank of Montreal's Privia Health position peaked at $1.08M in Q1 2024.
  • 281 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.