Truist Financial
PRVA icon

Truist Financial’s Privia Health PRVA Stock Holding History

Truist Financial’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 		$391K Sell
19,016
-578
-3% -$13K ﹤0.01% 2224
2025
Q4 		$465K Buy
19,594
+1,960
+11% +$47.7K ﹤0.01% 2083
2025
Q3 		$439K Buy
17,634
+783
+5% +$16.9K ﹤0.01% 2102
2025
Q2 		$388K Sell
16,851
-94
-0.6% -$2.18K ﹤0.01% 2080
2025
Q1 		$380K Buy
16,945
+30
+0.2% +$697 ﹤0.01% 2022
2024
Q4 		$331K Buy
16,915
+313
+2% +$6.2K ﹤0.01% 2102
2024
Q3 		$302K Sell
16,602
-371
-2% -$7.08K ﹤0.01% 2123
2024
Q2 		$295K Sell
16,973
-560
-3% -$9.92K ﹤0.01% 2299
2024
Q1 		$343K Buy
17,533
+156
+0.9% +$3.29K ﹤0.01% 2219
2023
Q4 		$400K Buy
17,377
+1,899
+12% +$42.5K ﹤0.01% 2129
2023
Q3 		$356K Sell
15,478
-195
-1% -$4.96K ﹤0.01% 2123
2023
Q2 		$409K Buy
15,673
+4,356
+38% +$115K ﹤0.01% 2070
2023
Q1 		$312K Buy
+11,317
New +$299K ﹤0.01% 2242

Other funds holding PRVA

BlackRock
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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RF
Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
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 $544B AUM 28.31% 1-Year Est. Return