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Parkside Financial Bank & Trust’s Privia Health PRVA Stock Holding History

Parkside Financial Bank & Trust’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 		$214K Sell
10,420
-966
-8% -$21.8K 0.02% 439
2025
Q4 		$270K Buy
11,386
+380
+3% +$9.25K 0.02% 379
2025
Q3 		$274K Sell
11,006
-100
-0.9% -$2.15K 0.02% 369
2025
Q2 		$255K Sell
11,106
-35
-0.3% -$810 0.03% 374
2025
Q1 		$250K Buy
11,141
+298
+3% +$6.92K 0.03% 346
2024
Q4 		$212K Buy
10,843
+1,775
+20% +$35.2K 0.03% 365
2024
Q3 		$165K Buy
9,068
+384
+4% +$7.33K 0.02% 410
2024
Q2 		$151K Buy
8,684
+771
+10% +$13.7K 0.02% 414
2024
Q1 		$155K Buy
7,913
+3,820
+93% +$80.7K 0.02% 405
2023
Q4 		$94.3K Buy
4,093
+362
+10% +$8.1K 0.02% 502
2023
Q3 		$85.8K Buy
3,731
+341
+10% +$8.67K 0.02% 454
2023
Q2 		$88.5K Buy
+3,390
New +$89.5K 0.02% 446
2022
Q4 		– Sell
-634
Closed -$22K – 2045
2022
Q3 		$22K Buy
+634
New +$23.4K 0.01% 781

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
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 $609B AUM 40.19% 1-Year Est. Return

Parkside Financial Bank & Trust's PRVA Position: Q1 2026 in Review

Parkside Financial Bank & Trust reduced its Privia Health (PRVA) stake by 8.5% in Q1 2026, selling an estimated $21.8K and leaving 10,420 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #439.

Parkside Financial Bank & Trust first reported a position in PRVA in Q3 2022 and has held it in 13 quarters since. The position peaked at $274K in Q3 2025. 293 funds tracked by Wall St. Rank hold PRVA as of Q1 2026.

  • Parkside Financial Bank & Trust held 10,420 shares of Privia Health worth $214K as of Q1 2026.
  • Parkside Financial Bank & Trust sold 966 Privia Health shares in Q1 2026, an estimated $21.8K.
  • Privia Health made up 0.02% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #439 holding.
  • Parkside Financial Bank & Trust first reported a position in Privia Health in Q3 2022 and has held it in 13 quarters since.
  • Parkside Financial Bank & Trust's Privia Health position peaked at $274K in Q3 2025.
  • 293 funds tracked by Wall St. Rank held Privia Health as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.