BFS
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Bradley Foster & Sargent’s Privia Health PRVA Stock Holding History

Bradley Foster & Sargent’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 		$779K Buy
37,862
+174
+0.5% +$3.92K 0.01% 325
2025
Q4 		$894K Buy
37,688
+1,192
+3% +$29K 0.01% 310
2025
Q3 		$909K Hold
36,496
– – 0.01% 305
2025
Q2 		$839K Hold
36,496
– – 0.01% 315
2025
Q1 		$819K Hold
36,496
– – 0.01% 291
2024
Q4 		$713K Sell
36,496
-11,430
-24% -$227K 0.01% 314
2024
Q3 		$873K Sell
47,926
-14,972
-24% -$286K 0.01% 298
2024
Q2 		$1.09M Buy
62,898
+16,613
+36% +$294K 0.02% 263
2024
Q1 		$907K Buy
46,285
+32,364
+232% +$684K 0.02% 280
2023
Q4 		$321K Buy
+13,921
New +$312K 0.01% 389

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