FMP
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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

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return