LFG
PRVA icon

Larson Financial Group’s Privia Health PRVA Stock Holding History

Larson Financial Group’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 		$350 Sell
17
-305
-95% -$6.88K ﹤0.01% 3381
2025
Q4 		$7.63K Sell
322
-25
-7% -$609 ﹤0.01% 2268
2025
Q3 		$8.64K Buy
347
+34
+11% +$732 ﹤0.01% 2095
2025
Q2 		$7.2K Buy
313
+119
+61% +$2.75K ﹤0.01% 1954
2025
Q1 		$4.36K Buy
194
+193
+19,300% +$4.48K ﹤0.01% 1921
2024
Q4 		$20 Hold
1
– – ﹤0.01% 2748
2024
Q3 		$18 Hold
1
– – ﹤0.01% 2676
2024
Q2 		$17 Buy
+1
New +$18 ﹤0.01% 2410
2023
Q4 		– Sell
-51
Closed -$1.17K – 1886
2023
Q3 		$1.17K Buy
+51
New +$1.3K ﹤0.01% 1465

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