Riverbridge Partners’s Privia Health PRVA Stock Holding History

Riverbridge Partners’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	$77.2M	Sell	2,998,597 -919,351	-23%	-$21.3M	2.15%	12
2026 Q1	$80.6M	Sell	3,917,948 -665,642	-15%	-$15M	1.97%	14
2025 Q4	$109M	Sell	4,583,590 -50,277	-1%	-$1.22M	2.04%	10
2025 Q3	$115M	Sell	4,633,867 -314,004	-6%	-$6.76M	1.95%	15
2025 Q2	$114M	Sell	4,947,871 -569,799	-10%	-$13.2M	1.83%	14
2025 Q1	$124M	Sell	5,517,670 -306,788	-5%	-$7.13M	1.99%	14
2024 Q4	$114M	Buy	5,824,458 +958,418	+20%	+$19M	1.55%	22
2024 Q3	$88.6M	Sell	4,866,040 -280,177	-5%	-$5.35M	1.18%	33
2024 Q2	$89.4M	Sell	5,146,217 -253,445	-5%	-$4.49M	1.22%	27
2024 Q1	$106M	Buy	5,399,662 +804,304	+18%	+$17M	1.29%	27
2023 Q4	$106M	Buy	4,595,358 +348,328	+8%	+$7.8M	1.32%	24
2023 Q3	$97.7M	Sell	4,247,030 -97,012	-2%	-$2.47M	1.33%	27
2023 Q2	$113M	Buy	4,344,042 +2,084,802	+92%	+$55.1M	1.43%	23
2023 Q1	$62.4M	Buy	2,259,240 +325,767	+17%	+$8.6M	0.87%	43
2022 Q4	$43.9M	Sell	1,933,473 -48,617	-2%	-$1.35M	0.66%	55
2022 Q3	$67.5M	Sell	1,982,090 -9,439	-0.5%	-$349K	1%	34
2022 Q2	$58M	Sell	1,991,529 -58,428	-3%	-$1.49M	0.93%	39
2022 Q1	$54.8M	Buy	2,049,957 +261,365	+15%	+$6.17M	0.62%	58
2021 Q4	$46.3M	Buy	+1,788,592	New	+$44.6M	0.46%	71

Other funds holding PRVA

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return