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J. Safra Asset Management’s Privia Health PRVA Stock Holding History

J. Safra Asset Management’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 		$17.8K Sell
693
-143
-17% -$3.31K ﹤0.01% 337
2026
Q1 		$17.2K Buy
836
+565
+208% +$12.7K ﹤0.01% 320
2025
Q4 		$6.42K Hold
271
– – ﹤0.01% 397
2025
Q3 		$6.75K Hold
271
– – ﹤0.01% 285
2025
Q2 		$6.23K Sell
271
-38
-12% -$880 ﹤0.01% 324
2025
Q1 		$6.94K Buy
309
+249
+415% +$5.79K ﹤0.01% 302
2024
Q4 		$1.17K Buy
60
+21
+54% +$416 ﹤0.01% 310
2024
Q3 		$705 Buy
+39
New +$744 ﹤0.01% 281

Other funds holding PRVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RF
Rubicon Founders Nashville, Tennessee $196M AUM 53.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

J. Safra Asset Management's PRVA Position: Q2 2026 in Review

J. Safra Asset Management reduced its Privia Health (PRVA) stake by 17% in Q2 2026, selling an estimated $3.31K and leaving 693 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

J. Safra Asset Management first reported a position in PRVA in Q3 2024 and has held it in 8 quarters since. 301 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

  • J. Safra Asset Management held 693 shares of Privia Health worth $17.8K as of Q2 2026.
  • J. Safra Asset Management sold 143 Privia Health shares in Q2 2026, an estimated $3.31K.
  • Privia Health made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #337 holding.
  • J. Safra Asset Management first reported a position in Privia Health in Q3 2024 and has held it in 8 quarters since.
  • 301 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.