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Birchwood Financial Partners’s Privia Health PRVA Stock Holding History

Birchwood Financial Partners’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 		$10.3K Sell
399
-3
-0.7% -$69 0.01% 273
2026
Q1 		$8.27K Hold
402
– – 0.01% 289
2025
Q4 		$9.53K Buy
+402
New +$9.79K 0.01% 277

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

Birchwood Financial Partners's PRVA Position: Q2 2026 in Review

Birchwood Financial Partners reduced its Privia Health (PRVA) stake by 0.75% in Q2 2026, selling an estimated $69 and leaving 399 shares worth $10.3K. The position accounts for 0.01% of the portfolio, ranked #273.

Birchwood Financial Partners first reported a position in PRVA in Q4 2025 and has held it in 3 quarters since. 301 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

  • Birchwood Financial Partners held 399 shares of Privia Health worth $10.3K as of Q2 2026.
  • Birchwood Financial Partners sold 3 Privia Health shares in Q2 2026, an estimated $69.
  • Privia Health made up 0.01% of Birchwood Financial Partners's portfolio in Q2 2026, its #273 holding.
  • Birchwood Financial Partners first reported a position in Privia Health in Q4 2025 and has held it in 3 quarters since.
  • 301 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.