Natixis Advisors
PRVA icon

Natixis Advisors’s Privia Health PRVA Stock Holding History

Natixis Advisors’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 		$285K Sell
13,835
-6,517
-32% -$147K ﹤0.01% 1649
2025
Q4 		$483K Buy
20,352
+1,221
+6% +$29.7K ﹤0.01% 1455
2025
Q3 		$476K Sell
19,131
-796
-4% -$17.1K ﹤0.01% 1503
2025
Q2 		$458K Buy
19,927
+2,176
+12% +$50.4K ﹤0.01% 1484
2025
Q1 		$399K Buy
17,751
+2,342
+15% +$54.4K ﹤0.01% 1505
2024
Q4 		$301K Buy
15,409
+2,360
+18% +$46.8K ﹤0.01% 1556
2024
Q3 		$238K Sell
13,049
-7,008
-35% -$134K ﹤0.01% 1550
2024
Q2 		$349K Buy
+20,057
New +$355K ﹤0.01% 1495
2023
Q3 		– Sell
-12,480
Closed -$326K – 1520
2023
Q2 		$326K Buy
+12,480
New +$330K ﹤0.01% 1424

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