PTC
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Private Trust Company’s Privia Health PRVA Stock Holding History

Private Trust Company’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 		$17.3K Buy
673
+52
+8% +$1.21K ﹤0.01% 1861
2026
Q1 		$12.8K Hold
621
– – ﹤0.01% 1887
2025
Q4 		$14.7K Buy
621
+351
+130% +$8.54K ﹤0.01% 1804
2025
Q3 		$6.72K Buy
270
+55
+26% +$1.18K ﹤0.01% 2057
2025
Q2 		$4.95K Hold
215
– – ﹤0.01% 2069
2025
Q1 		$4.83K Buy
+215
New +$5K ﹤0.01% 2048

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

Private Trust Company's PRVA Position: Q2 2026 in Review

Private Trust Company increased its Privia Health (PRVA) stake by 8.4% in Q2 2026, buying an estimated $1.21K and bringing the position to 673 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1861.

Private Trust Company first reported a position in PRVA in Q1 2025 and has held it in 6 quarters since. 301 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

  • Private Trust Company held 673 shares of Privia Health worth $17.3K as of Q2 2026.
  • Private Trust Company bought 52 Privia Health shares in Q2 2026, an estimated $1.21K.
  • Privia Health made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1861 holding.
  • Private Trust Company first reported a position in Privia Health in Q1 2025 and has held it in 6 quarters since.
  • 301 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.