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Financial Management Professionals’s Privia Health PRVA Stock Holding History

Financial Management Professionals’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 		$25.3K Hold
984
– – ﹤0.01% 395
2026
Q1 		$20.2K Hold
984
– – ﹤0.01% 402
2025
Q4 		$23.3K Hold
984
– – ﹤0.01% 375
2025
Q3 		$24.5K Sell
984
-295
-23% -$6.35K ﹤0.01% 357
2025
Q2 		$29.4K Sell
1,279
-2,104
-62% -$48.7K ﹤0.01% 345
2025
Q1 		$75.9K Buy
3,383
+754
+29% +$17.5K 0.01% 208
2024
Q4 		$51.4K Buy
+2,629
New +$52.1K 0.01% 266

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

Financial Management Professionals's PRVA Position: Q2 2026 in Review

Financial Management Professionals held its Privia Health (PRVA) position steady in Q2 2026 at 984 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Financial Management Professionals first reported a position in PRVA in Q4 2024 and has held it in 7 quarters since. The position peaked at $75.9K in Q1 2025. 301 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

  • Financial Management Professionals held 984 shares of Privia Health worth $25.3K as of Q2 2026.
  • Financial Management Professionals left its Privia Health share count unchanged in Q2 2026.
  • Privia Health made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #395 holding.
  • Financial Management Professionals first reported a position in Privia Health in Q4 2024 and has held it in 7 quarters since.
  • Financial Management Professionals's Privia Health position peaked at $75.9K in Q1 2025.
  • 301 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.