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Great Lakes Advisors’s Privia Health PRVA Stock Holding History

Great Lakes Advisors’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 		– Sell
-125,265
Closed -$2.97M – 849
2025
Q4 		$2.97M Sell
125,265
-54,918
-30% -$1.34M 0.02% 346
2025
Q3 		$4.49M Buy
+180,183
New +$3.88M 0.04% 266
2024
Q1 		– Sell
-152,292
Closed -$3.51M – 845
2023
Q4 		$3.51M Sell
152,292
-1,379
-0.9% -$30.9K 0.03% 389
2023
Q3 		$3.53M Buy
+153,671
New +$3.91M 0.03% 374

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

Great Lakes Advisors's PRVA Position: Q1 2026 in Review

Great Lakes Advisors sold out of Privia Health (PRVA) in Q1 2026, closing a stake of 125,265 shares — an estimated $2.97M sold.

Great Lakes Advisors first reported a position in PRVA in Q3 2023 and held it in 4 quarters. The position peaked at $4.49M in Q3 2025. 293 funds tracked by Wall St. Rank hold PRVA as of Q1 2026.

  • Great Lakes Advisors reported no remaining Privia Health position as of Q1 2026 after selling out during the quarter.
  • Great Lakes Advisors sold 125,265 Privia Health shares in Q1 2026, an estimated $2.97M.
  • Great Lakes Advisors first reported a position in Privia Health in Q3 2023 and held it in 4 quarters.
  • Great Lakes Advisors's Privia Health position peaked at $4.49M in Q3 2025.
  • 293 funds tracked by Wall St. Rank held Privia Health as of Q1 2026.

Based on Great Lakes Advisors's 13F filing for Q1 2026, filed 12 May 2026.