LPL Financial
PRVA icon

LPL Financial’s Privia Health PRVA Stock Holding History

LPL Financial’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 		$1.69M Buy
65,611
+3,478
+6% +$80.6K ﹤0.01% 3941
2026
Q1 		$1.28M Buy
62,133
+17,887
+40% +$403K ﹤0.01% 3943
2025
Q4 		$1.05M Buy
44,246
+11,762
+36% +$286K ﹤0.01% 4029
2025
Q3 		$809K Buy
32,484
+6,617
+26% +$142K ﹤0.01% 4205
2025
Q2 		$595K Buy
25,867
+4,621
+22% +$107K ﹤0.01% 4232
2025
Q1 		$477K Buy
21,246
+11,079
+109% +$257K ﹤0.01% 4217
2024
Q4 		$199K Buy
+10,167
New +$201K ﹤0.01% 4820

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

LPL Financial's PRVA Position: Q2 2026 in Review

LPL Financial increased its Privia Health (PRVA) stake by 5.6% in Q2 2026, buying an estimated $80.6K and bringing the position to 65,611 shares worth $1.69M. The position accounts for ﹤0.01% of the portfolio, ranked #3941.

LPL Financial first reported a position in PRVA in Q4 2024 and has held it in 7 quarters since. 301 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

  • LPL Financial held 65,611 shares of Privia Health worth $1.69M as of Q2 2026.
  • LPL Financial bought 3,478 Privia Health shares in Q2 2026, an estimated $80.6K.
  • Privia Health made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3941 holding.
  • LPL Financial first reported a position in Privia Health in Q4 2024 and has held it in 7 quarters since.
  • 301 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.