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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RF
Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
RP
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

Rockefeller Capital Management's PRVA Position: Q1 2026 in Review

Rockefeller Capital Management reduced its Privia Health (PRVA) stake by 71% in Q1 2026, selling an estimated $6.54K and leaving 121 shares worth $2.49K. The position accounts for ﹤0.01% of the portfolio, ranked #4375.

Rockefeller Capital Management first reported a position in PRVA in Q4 2021 and has held it in 6 quarters since. The position peaked at $26K in Q1 2022. 293 funds tracked by Wall St. Rank hold PRVA as of Q1 2026.

  • Rockefeller Capital Management held 121 shares of Privia Health worth $2.49K as of Q1 2026.
  • Rockefeller Capital Management sold 290 Privia Health shares in Q1 2026, an estimated $6.54K.
  • Privia Health made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #4375 holding.
  • Rockefeller Capital Management first reported a position in Privia Health in Q4 2021 and has held it in 6 quarters since.
  • Rockefeller Capital Management's Privia Health position peaked at $26K in Q1 2022.
  • 293 funds tracked by Wall St. Rank held Privia Health as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.