Principal Financial Group
PRVA icon

Principal Financial Group’s Privia Health PRVA Stock Holding History

Principal Financial 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
2026
Q2 		$66.6M Sell
2,587,878
-135,195
-5% -$3.13M 0.03% 423
2026
Q1 		$56M Sell
2,723,073
-64,729
-2% -$1.46M 0.03% 452
2025
Q4 		$66.1M Buy
2,787,802
+43,589
+2% +$1.06M 0.03% 386
2025
Q3 		$68.3M Sell
2,744,213
-60,425
-2% -$1.3M 0.03% 369
2025
Q2 		$64.5M Sell
2,804,638
-150,977
-5% -$3.5M 0.03% 387
2025
Q1 		$66.4M Sell
2,955,615
-122,333
-4% -$2.84M 0.04% 375
2024
Q4 		$60.2M Sell
3,077,948
-174,389
-5% -$3.46M 0.03% 415
2024
Q3 		$59.2M Sell
3,252,337
-84,342
-3% -$1.61M 0.03% 422
2024
Q2 		$58M Sell
3,336,679
-89,061
-3% -$1.58M 0.03% 399
2024
Q1 		$67.1M Sell
3,425,740
-82,617
-2% -$1.75M 0.04% 388
2023
Q4 		$80.8M Buy
3,508,357
+3,097
+0.1% +$69.3K 0.05% 302
2023
Q3 		$80.6M Buy
3,505,260
+111,538
+3% +$2.84M 0.06% 283
2023
Q2 		$88.6M Buy
3,393,722
+1,095,721
+48% +$28.9M 0.06% 275
2023
Q1 		$63.4M Buy
2,298,001
+666,311
+41% +$17.6M 0.05% 348
2022
Q4 		$37.1M Buy
1,631,690
+239,589
+17% +$6.67M 0.03% 509
2022
Q3 		$47.4M Buy
1,392,101
+77,188
+6% +$2.85M 0.04% 394
2022
Q2 		$38.3M Buy
1,314,913
+263,289
+25% +$6.69M 0.03% 503
2022
Q1 		$28.1M Buy
1,051,624
+45,635
+5% +$1.08M 0.02% 702
2021
Q4 		$26M Buy
1,005,989
+79,554
+9% +$1.98M 0.02% 770
2021
Q3 		$21.8M Buy
926,435
+104,802
+13% +$3.66M 0.01% 875
2021
Q2 		$36.5M Buy
+821,633
New +$30.3M 0.02% 578

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

Principal Financial Group's PRVA Position: Q2 2026 in Review

Principal Financial Group reduced its Privia Health (PRVA) stake by 5% in Q2 2026, selling an estimated $3.13M and leaving 2,587,878 shares worth $66.6M. The position accounts for 0.03% of the portfolio, ranked #423.

Principal Financial Group first reported a position in PRVA in Q2 2021 and has held it in 21 quarters since. The position peaked at $88.6M in Q2 2023. 301 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

  • Principal Financial Group held 2,587,878 shares of Privia Health worth $66.6M as of Q2 2026.
  • Principal Financial Group sold 135,195 Privia Health shares in Q2 2026, an estimated $3.13M.
  • Privia Health made up 0.03% of Principal Financial Group's portfolio in Q2 2026, its #423 holding.
  • Principal Financial Group first reported a position in Privia Health in Q2 2021 and has held it in 21 quarters since.
  • Principal Financial Group's Privia Health position peaked at $88.6M in Q2 2023.
  • 301 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.