BEI
PRVA icon

Benjamin Edwards Inc’s Privia Health PRVA Stock Holding History

Benjamin Edwards Inc’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
Q1 		$512K Sell
24,883
-1,369
-5% -$30.9K 0.01% 995
2025
Q4 		$622K Buy
26,252
+8,999
+52% +$219K 0.01% 873
2025
Q3 		$430K Buy
17,253
+6,961
+68% +$150K ﹤0.01% 976
2025
Q2 		$237K Sell
10,292
-442
-4% -$10.2K ﹤0.01% 1071
2025
Q1 		$241K Buy
10,734
+355
+3% +$8.25K ﹤0.01% 997
2024
Q4 		$203K Sell
10,379
-3,987
-28% -$79K ﹤0.01% 1075
2024
Q3 		$262K Buy
14,366
+11,248
+361% +$215K ﹤0.01% 992
2024
Q2 		$54K Sell
3,118
-253
-8% -$4.48K 0.01% 487
2024
Q1 		$66K Buy
3,371
+132
+4% +$2.79K 0.01% 454
2023
Q4 		$75K Buy
3,239
+1,003
+45% +$22.4K 0.02% 444
2023
Q3 		$51K Buy
2,236
+1
+0% +$25 0.01% 453
2023
Q2 		$58K Buy
+2,235
New +$59K 0.01% 451

Other funds holding PRVA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RF
Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 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 $544B AUM 28.31% 1-Year Est. Return