Summit Securities Group’s Privia Health PRVA Stock Holding History

Summit Securities 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 Q3	$33.8K	Buy	+1,717	New	+$39.2K	﹤0.01%	633

Other funds holding PRVA

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Summit Securities Group's PRVA Position: Q3 2026 in Review

Summit Securities Group opened a new position in Privia Health (PRVA) in Q3 2026: 1,717 shares worth $33.8K. The stake represents ﹤0.01% of the portfolio and ranks #633 among its holdings.

140 funds tracked by Wall St. Rank hold PRVA as of Q3 2026.

Summit Securities Group held 1,717 shares of Privia Health worth $33.8K as of Q3 2026.
Privia Health was a new Summit Securities Group position in Q3 2026.
Privia Health made up ﹤0.01% of Summit Securities Group's portfolio in Q3 2026, its #633 holding.
140 funds tracked by Wall St. Rank held Privia Health as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.