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
Q2 		$527K Sell
20,503
-4,380
-18% -$101K ﹤0.01% 1042
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 $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

Benjamin Edwards Inc's PRVA Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Privia Health (PRVA) stake by 18% in Q2 2026, selling an estimated $101K and leaving 20,503 shares worth $527K. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

Benjamin Edwards Inc first reported a position in PRVA in Q2 2023 and has held it in 13 quarters since. The position peaked at $622K in Q4 2025. 301 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

  • Benjamin Edwards Inc held 20,503 shares of Privia Health worth $527K as of Q2 2026.
  • Benjamin Edwards Inc sold 4,380 Privia Health shares in Q2 2026, an estimated $101K.
  • Privia Health made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1042 holding.
  • Benjamin Edwards Inc first reported a position in Privia Health in Q2 2023 and has held it in 13 quarters since.
  • Benjamin Edwards Inc's Privia Health position peaked at $622K in Q4 2025.
  • 301 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.