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Principal Securities’s Privia Health PRVA Stock Holding History

Principal Securities’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
Q4 		– Sell
-213
Closed -$5.3K – 2956
2025
Q3 		$5.3K Sell
213
-2
-0.9% -$43 ﹤0.01% 2945
2025
Q2 		$4.95K Buy
215
+1
+0.5% +$23 ﹤0.01% 2876
2025
Q1 		$4.18K Hold
214
– – ﹤0.01% 2834
2024
Q4 		$4.18K Buy
214
+53
+33% +$1.05K ﹤0.01% 2831
2024
Q3 		$2.93K Sell
161
-472
-75% -$9.01K ﹤0.01% 2838
2024
Q2 		$11K Sell
633
-24
-4% -$425 ﹤0.01% 2342
2024
Q1 		$12.9K Sell
657
-181
-22% -$3.82K ﹤0.01% 2217
2023
Q4 		$19.3K Buy
+838
New +$18.8K ﹤0.01% 1936

Other funds holding PRVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RF
Rubicon Founders Nashville, Tennessee $196M AUM 53.12% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Securities's PRVA Position: Q4 2025 in Review

Principal Securities sold out of Privia Health (PRVA) in Q4 2025, closing a stake of 213 shares — an estimated $5.3K sold.

Principal Securities first reported a position in PRVA in Q4 2023 and held it in 8 quarters. The position peaked at $19.3K in Q4 2023. 276 funds tracked by Wall St. Rank hold PRVA as of Q4 2025.

  • Principal Securities reported no remaining Privia Health position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 213 Privia Health shares in Q4 2025, an estimated $5.3K.
  • Principal Securities first reported a position in Privia Health in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Privia Health position peaked at $19.3K in Q4 2023.
  • 276 funds tracked by Wall St. Rank held Privia Health as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.