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Root Financial Partners’s Privia Health PRVA Stock Holding History

Root Financial 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 		– Sell
-24
Closed -$494 – 2468
2026
Q1 		$494 Hold
24
– – ﹤0.01% 2867
2025
Q4 		$569 Buy
+24
New +$584 ﹤0.01% 2191

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Vanguard Portfolio Management
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RF
Rubicon Founders Nashville, Tennessee $196M AUM 53.12% 1-Year Est. Return
Vanguard Capital Management
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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

Root Financial Partners's PRVA Position: Q2 2026 in Review

Root Financial Partners sold out of Privia Health (PRVA) in Q2 2026, closing a stake of 24 shares — an estimated $494 sold.

Root Financial Partners first reported a position in PRVA in Q4 2025 and held it in 2 quarters. The position peaked at $569 in Q4 2025. 301 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

  • Root Financial Partners reported no remaining Privia Health position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 24 Privia Health shares in Q2 2026, an estimated $494.
  • Root Financial Partners first reported a position in Privia Health in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's Privia Health position peaked at $569 in Q4 2025.
  • 301 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.