Franklin Resources
PRVA icon

Franklin Resources’s Privia Health PRVA Stock Holding History

Franklin Resources’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 		$30.4M Sell
1,478,758
-12,385
-0.8% -$279K 0.01% 813
2025
Q4 		$35.4M Sell
1,491,143
-105,491
-7% -$2.57M 0.01% 753
2025
Q3 		$39.8M Buy
1,596,634
+256,236
+19% +$5.51M 0.01% 715
2025
Q2 		$30.8M Buy
1,340,398
+21,649
+2% +$501K 0.01% 790
2025
Q1 		$29.6M Buy
1,318,749
+7,583
+0.6% +$176K 0.01% 784
2024
Q4 		$25.6M Buy
1,311,166
+10,926
+0.8% +$217K 0.01% 827
2024
Q3 		$23.1M Buy
1,300,240
+28,480
+2% +$543K 0.01% 854
2024
Q2 		$22.1M Sell
1,271,760
-26,628
-2% -$472K 0.01% 825
2024
Q1 		$25.4M Sell
1,298,388
-54,359
-4% -$1.15M 0.01% 795
2023
Q4 		$31.2M Buy
1,352,747
+1,504
+0.1% +$33.7K 0.01% 643
2023
Q3 		$31.1M Buy
1,351,243
+131,314
+11% +$3.34M 0.02% 626
2023
Q2 		$31.9M Sell
1,219,929
-38,882
-3% -$1.03M 0.02% 654
2023
Q1 		$34.8M Buy
1,258,811
+12,840
+1% +$339K 0.02% 635
2022
Q4 		$28.3M Buy
1,245,971
+36,342
+3% +$1.01M 0.01% 685
2022
Q3 		$41.2M Buy
1,209,629
+79,783
+7% +$2.95M 0.02% 580
2022
Q2 		$32.9M Sell
1,129,846
-162,736
-13% -$4.14M 0.02% 667
2022
Q1 		$34.6M Buy
1,292,582
+383,214
+42% +$9.05M 0.01% 706
2021
Q4 		$23.5M Buy
909,368
+201,117
+28% +$5.01M 0.01% 848
2021
Q3 		$16.7M Buy
708,251
+208,601
+42% +$7.28M 0.01% 935
2021
Q2 		$22.2M Buy
+499,650
New +$18.4M 0.01% 836

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