SGI
PRVA icon

Summit Global Investments’s Privia Health PRVA Stock Holding History

Summit Global Investments’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 		$796K Sell
30,919
-844
-3% -$19.6K 0.04% 255
2026
Q1 		$653K Hold
31,763
– – 0.04% 283
2025
Q4 		$753K Sell
31,763
-1,914
-6% -$46.6K 0.04% 248
2025
Q3 		$839K Buy
33,677
+24,670
+274% +$531K 0.05% 224
2025
Q2 		$207K Buy
+9,007
New +$209K 0.01% 446

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
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

Summit Global Investments's PRVA Position: Q2 2026 in Review

Summit Global Investments reduced its Privia Health (PRVA) stake by 2.7% in Q2 2026, selling an estimated $19.6K and leaving 30,919 shares worth $796K. The position accounts for 0.04% of the portfolio, ranked #255.

Summit Global Investments first reported a position in PRVA in Q2 2025 and has held it in 5 quarters since. The position peaked at $839K in Q3 2025. 301 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

  • Summit Global Investments held 30,919 shares of Privia Health worth $796K as of Q2 2026.
  • Summit Global Investments sold 844 Privia Health shares in Q2 2026, an estimated $19.6K.
  • Privia Health made up 0.04% of Summit Global Investments's portfolio in Q2 2026, its #255 holding.
  • Summit Global Investments first reported a position in Privia Health in Q2 2025 and has held it in 5 quarters since.
  • Summit Global Investments's Privia Health position peaked at $839K in Q3 2025.
  • 301 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.