SAG
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SageView Advisory Group’s Privia Health PRVA Stock Holding History

SageView Advisory Group’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 		– Sell
-1,154
Closed -$27.4K – 1953
2025
Q4 		$27.4K Buy
+1,154
New +$28.1K ﹤0.01% 1323

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 $3.37T AUM 44.26% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 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 $609B AUM 40.19% 1-Year Est. Return

SageView Advisory Group's PRVA Position: Q1 2026 in Review

SageView Advisory Group sold out of Privia Health (PRVA) in Q1 2026, closing a stake of 1,154 shares — an estimated $27.4K sold.

SageView Advisory Group first reported a position in PRVA in Q4 2025 and held it in 1 quarter. The position peaked at $27.4K in Q4 2025. 293 funds tracked by Wall St. Rank hold PRVA as of Q1 2026.

  • SageView Advisory Group reported no remaining Privia Health position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,154 Privia Health shares in Q1 2026, an estimated $27.4K.
  • SageView Advisory Group first reported a position in Privia Health in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Privia Health position peaked at $27.4K in Q4 2025.
  • 293 funds tracked by Wall St. Rank held Privia Health as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.