Rockefeller Capital Management
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Rockefeller Capital Management’s Privia Health PRVA Stock Holding History

Rockefeller Capital Management’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 		$2.5K Sell
97
-24
-20% -$556 ﹤0.01% 4377
2026
Q1 		$2.49K Sell
121
-290
-71% -$6.54K ﹤0.01% 4375
2025
Q4 		$9.74K Sell
411
-203
-33% -$4.94K ﹤0.01% 3817
2025
Q3 		$15.3K Buy
+614
New +$13.2K ﹤0.01% 3475
2022
Q3 		– Sell
-596
Closed -$17K – 4284
2022
Q2 		$17K Sell
596
-404
-40% -$10.3K ﹤0.01% 2836
2022
Q1 		$26K Hold
1,000
– – ﹤0.01% 2606
2021
Q4 		$25K Buy
+1,000
New +$24.9K ﹤0.01% 2543

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 $3.38T AUM 44.17% 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

Rockefeller Capital Management's PRVA Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Privia Health (PRVA) stake by 20% in Q2 2026, selling an estimated $556 and leaving 97 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4377.

Rockefeller Capital Management first reported a position in PRVA in Q4 2021 and has held it in 7 quarters since. The position peaked at $26K in Q1 2022. 302 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

  • Rockefeller Capital Management held 97 shares of Privia Health worth $2.5K as of Q2 2026.
  • Rockefeller Capital Management sold 24 Privia Health shares in Q2 2026, an estimated $556.
  • Privia Health made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #4377 holding.
  • Rockefeller Capital Management first reported a position in Privia Health in Q4 2021 and has held it in 7 quarters since.
  • Rockefeller Capital Management's Privia Health position peaked at $26K in Q1 2022.
  • 302 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.