SignatureFD’s Privia Health PRVA Stock Holding History

SignatureFD’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	$78.8K	Buy	3,832 +2,470	+181%	+$55.7K	﹤0.01%	1470
2025 Q4	$32.3K	Sell	1,362 -14	-1%	-$341	﹤0.01%	1889
2025 Q3	$34.3K	Buy	1,376 +324	+31%	+$6.97K	﹤0.01%	1846
2025 Q2	$24.2K	Buy	1,052 +16	+2%	+$370	﹤0.01%	1963
2025 Q1	$23.3K	Hold	1,036	–	–	﹤0.01%	1990
2024 Q4	$20.3K	Sell	1,036 -86	-8%	-$1.7K	﹤0.01%	2057
2024 Q3	$20.4K	Sell	1,122 -856	-43%	-$16.3K	﹤0.01%	2029
2024 Q2	$34.4K	Buy	1,978 +626	+46%	+$11.1K	﹤0.01%	1701
2024 Q1	$26.5K	Buy	1,352 +978	+261%	+$20.7K	﹤0.01%	1861
2023 Q4	$8.61K	Buy	374 +356	+1,978%	+$7.97K	﹤0.01%	2326
2023 Q3	$414	Sell	18 -1,225	-99%	-$31.1K	﹤0.01%	3038
2023 Q2	$32.5K	Buy	1,243 +271	+28%	+$7.16K	﹤0.01%	1659
2023 Q1	$26.8K	Buy	972 +72	+8%	+$1.9K	﹤0.01%	1704
2022 Q4	$20.4K	Sell	900 -39	-4%	-$1.09K	﹤0.01%	1798
2022 Q3	$32K	Buy	+939	New	+$34.7K	﹤0.01%	1509

Other funds holding PRVA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

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