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
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 $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