Rossby Financial
PRVA icon

Rossby Financial’s Privia Health PRVA Stock Holding History

Rossby 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
Q3 		– Sell
-155
Closed -$3.99K – 2539
2026
Q2 		$3.99K Buy
155
+6
+4% +$139 ﹤0.01% 1520
2026
Q1 		$3.14K Buy
+149
New +$3.36K ﹤0.01% 1661

Other funds holding PRVA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Rubicon Founders
Rubicon Founders Nashville, Tennessee $147M AUM 17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Rossby Financial's PRVA Position: Q3 2026 in Review

Rossby Financial sold out of Privia Health (PRVA) in Q3 2026, closing a stake of 155 shares — an estimated $3.99K sold.

Rossby Financial first reported a position in PRVA in Q1 2026 and held it in 2 quarters. The position peaked at $3.99K in Q2 2026. 204 funds tracked by Wall St. Rank hold PRVA as of Q3 2026.

  • Rossby Financial reported no remaining Privia Health position as of Q3 2026 after selling out during the quarter.
  • Rossby Financial sold 155 Privia Health shares in Q3 2026, an estimated $3.99K.
  • Rossby Financial first reported a position in Privia Health in Q1 2026 and held it in 2 quarters.
  • Rossby Financial's Privia Health position peaked at $3.99K in Q2 2026.
  • 204 funds tracked by Wall St. Rank held Privia Health as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.