SVB Wealth’s Privia Health PRVA Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-98	Closed	-$2.2K	–	1329
2025 Q1	$2.2K	Buy	+98	New	+$2.28K	﹤0.01%	1213

Other funds holding PRVA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DCP

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

VBA

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SVB Wealth's PRVA Position: Q2 2025 in Review

SVB Wealth sold out of Privia Health (PRVA) in Q2 2025, closing a stake of 98 shares — an estimated $2.2K sold.

SVB Wealth first reported a position in PRVA in Q1 2025 and held it in 1 quarter. The position peaked at $2.2K in Q1 2025. 280 funds tracked by Wall St. Rank hold PRVA as of Q2 2025.

SVB Wealth reported no remaining Privia Health position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 98 Privia Health shares in Q2 2025, an estimated $2.2K.
SVB Wealth first reported a position in Privia Health in Q1 2025 and held it in 1 quarter.
SVB Wealth's Privia Health position peaked at $2.2K in Q1 2025.
280 funds tracked by Wall St. Rank held Privia Health as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.