Neuberger Berman Group
PRVA icon

Neuberger Berman Group’s Privia Health PRVA Stock Holding History

Neuberger Berman 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
2025
Q3 		– Sell
-216,903
Closed -$4.99M – 2132
2025
Q2 		$4.99M Buy
216,903
+26,651
+14% +$617K ﹤0.01% 965
2025
Q1 		$4.27M Buy
+190,252
New +$4.42M ﹤0.01% 965
2022
Q3 		– Sell
-78,310
Closed -$2.28M – 1890
2022
Q2 		$2.28M Buy
78,310
+69,475
+786% +$1.77M ﹤0.01% 1079
2022
Q1 		$237K Hold
8,835
– – ﹤0.01% 1762
2021
Q4 		$228K Buy
+8,835
New +$220K ﹤0.01% 1800
2021
Q3 		– Sell
-8,400
Closed -$373K – 1806
2021
Q2 		$373K Buy
+8,400
New +$310K ﹤0.01% 1541

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
RF
Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return