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Grove Bank & Trust’s Privia Health PRVA Stock Holding History

Grove Bank & Trust’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
2025
Q2 		– Sell
-257
Closed -$5.77K – 900
2025
Q1 		$5.77K Buy
257
+253
+6,325% +$5.88K ﹤0.01% 650
2024
Q4 		$78 Buy
+4
New +$79 ﹤0.01% 773

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Grove Bank & Trust's PRVA Position: Q2 2025 in Review

Grove Bank & Trust sold out of Privia Health (PRVA) in Q2 2025, closing a stake of 257 shares — an estimated $5.77K sold.

Grove Bank & Trust first reported a position in PRVA in Q4 2024 and held it in 2 quarters. The position peaked at $5.77K in Q1 2025. 280 funds tracked by Wall St. Rank hold PRVA as of Q2 2025.

  • Grove Bank & Trust reported no remaining Privia Health position as of Q2 2025 after selling out during the quarter.
  • Grove Bank & Trust sold 257 Privia Health shares in Q2 2025, an estimated $5.77K.
  • Grove Bank & Trust first reported a position in Privia Health in Q4 2024 and held it in 2 quarters.
  • Grove Bank & Trust's Privia Health position peaked at $5.77K in Q1 2025.
  • 280 funds tracked by Wall St. Rank held Privia Health as of Q2 2025.

Based on Grove Bank & Trust's 13F filing for Q2 2025, filed 11 Jul 2025.