Prudential Financial

Prudential Financial’s Privia Health PRVA Stock Holding History

Prudential Financial’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	$2.46M	Buy	119,395 +11,130	+10%	+$251K	﹤0.01%	1232
2025 Q4	$2.57M	Sell	108,265 -7,708	-7%	-$188K	﹤0.01%	1197
2025 Q3	$2.89M	Buy	115,973 +5,545	+5%	+$119K	﹤0.01%	1182
2025 Q2	$2.35M	Buy	110,428 +9,020	+9%	+$209K	﹤0.01%	1303
2025 Q1	$2.15M	Sell	101,408 -3,610	-3%	-$83.9K	﹤0.01%	1252
2024 Q4	$2.23M	Sell	105,018 -3,102	-3%	-$61.5K	﹤0.01%	1248
2024 Q3	$1.97M	Sell	108,120 -5,035	-4%	-$96.1K	﹤0.01%	1503
2024 Q2	$1.97M	Sell	113,155 -5,226	-4%	-$92.6K	﹤0.01%	1446
2024 Q1	$2.32M	Sell	118,381 -2,076	-2%	-$43.8K	﹤0.01%	1363
2023 Q4	$2.77M	Sell	120,457 -660	-0.5%	-$14.8K	﹤0.01%	1233
2023 Q3	$2.79M	Buy	121,117 +3,219	+3%	+$81.9K	﹤0.01%	1185
2023 Q2	$3.08M	Buy	+117,898	New	+$3.11M	﹤0.01%	1166
2022 Q4	–	Sell	-184,930	Closed	-$6.3M	–	2677
2022 Q3	$6.3M	Buy	184,930 +17,687	+11%	+$654K	0.01%	805
2022 Q2	$4.87M	Buy	167,243 +99,100	+145%	+$2.52M	0.01%	904
2022 Q1	$1.82M	Buy	+68,143	New	+$1.61M	﹤0.01%	1548

Other funds holding PRVA

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

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

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 $544B AUM 28.31% 1-Year Est. Return