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Bare Financial Services’s Privia Health PRVA Stock Holding History

Bare Financial Services’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 		$3.76K Sell
146
-37
-20% -$857 ﹤0.01% 958
2026
Q1 		$3.76K Sell
183
-54
-23% -$1.22K ﹤0.01% 768
2025
Q4 		$5.62K Sell
237
-8
-3% -$195 ﹤0.01% 492
2025
Q3 		$6.1K Buy
245
+29
+13% +$624 ﹤0.01% 449
2025
Q2 		$4.97K Buy
216
+169
+360% +$3.91K ﹤0.01% 482
2025
Q1 		$1.05K Buy
+47
New +$1.09K ﹤0.01% 523

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

Bare Financial Services's PRVA Position: Q2 2026 in Review

Bare Financial Services reduced its Privia Health (PRVA) stake by 20% in Q2 2026, selling an estimated $857 and leaving 146 shares worth $3.76K. The position accounts for ﹤0.01% of the portfolio, ranked #958.

Bare Financial Services first reported a position in PRVA in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.1K in Q3 2025. 301 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

  • Bare Financial Services held 146 shares of Privia Health worth $3.76K as of Q2 2026.
  • Bare Financial Services sold 37 Privia Health shares in Q2 2026, an estimated $857.
  • Privia Health made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #958 holding.
  • Bare Financial Services first reported a position in Privia Health in Q1 2025 and has held it in 6 quarters since.
  • Bare Financial Services's Privia Health position peaked at $6.1K in Q3 2025.
  • 301 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.