Focus Partners Wealth
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Focus Partners Wealth’s Privia Health PRVA Stock Holding History

Focus Partners Wealth’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 		$4.06M Sell
197,303
-3,839
-2% -$86.5K ﹤0.01% 1011
2025
Q4 		$4.77M Sell
201,142
-2,146
-1% -$52.2K 0.01% 962
2025
Q3 		$5.06M Buy
203,288
+105,827
+109% +$2.28M 0.01% 742
2025
Q2 		$2.24M Buy
+97,461
New +$2.26M ﹤0.01% 872
2024
Q2 		– Sell
-74,808
Closed -$1.47M – 1259
2024
Q1 		$1.47M Buy
74,808
+40,325
+117% +$852K 0.01% 533
2023
Q4 		$794K Buy
+34,483
New +$772K 0.01% 490

Other funds holding PRVA

BlackRock
BlackRock New York $5.72T 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

Focus Partners Wealth's PRVA Position: Q1 2026 in Review

Focus Partners Wealth reduced its Privia Health (PRVA) stake by 1.9% in Q1 2026, selling an estimated $86.5K and leaving 197,303 shares worth $4.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

Focus Partners Wealth first reported a position in PRVA in Q4 2023 and has held it in 6 quarters since. The position peaked at $5.06M in Q3 2025. 293 funds tracked by Wall St. Rank hold PRVA as of Q1 2026.

  • Focus Partners Wealth held 197,303 shares of Privia Health worth $4.06M as of Q1 2026.
  • Focus Partners Wealth sold 3,839 Privia Health shares in Q1 2026, an estimated $86.5K.
  • Privia Health made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1011 holding.
  • Focus Partners Wealth first reported a position in Privia Health in Q4 2023 and has held it in 6 quarters since.
  • Focus Partners Wealth's Privia Health position peaked at $5.06M in Q3 2025.
  • 293 funds tracked by Wall St. Rank held Privia Health as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.