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Bell Investment Advisors’s Privia Health PRVA Stock Holding History

Bell Investment Advisors’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 		$7.41K Hold
288
– – ﹤0.01% 814
2026
Q1 		$5.92K Buy
288
+261
+967% +$5.88K ﹤0.01% 891
2025
Q4 		$641 Hold
27
– – ﹤0.01% 1658
2025
Q3 		$673 Hold
27
– – ﹤0.01% 1667
2025
Q2 		$621 Hold
27
– – ﹤0.01% 1718
2025
Q1 		$607 Hold
27
– – ﹤0.01% 1697
2024
Q4 		$528 Hold
27
– – ﹤0.01% 1753
2024
Q3 		$492 Hold
27
– – ﹤0.01% 1782
2024
Q2 		$470 Buy
+27
New +$478 ﹤0.01% 1835

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

Bell Investment Advisors's PRVA Position: Q2 2026 in Review

Bell Investment Advisors held its Privia Health (PRVA) position steady in Q2 2026 at 288 shares worth $7.41K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

Bell Investment Advisors first reported a position in PRVA in Q2 2024 and has held it in 9 quarters since. 301 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

  • Bell Investment Advisors held 288 shares of Privia Health worth $7.41K as of Q2 2026.
  • Bell Investment Advisors left its Privia Health share count unchanged in Q2 2026.
  • Privia Health made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #814 holding.
  • Bell Investment Advisors first reported a position in Privia Health in Q2 2024 and has held it in 9 quarters since.
  • 301 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.