TPI
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Trust Point Inc’s Privia Health PRVA Stock Holding History

Trust Point Inc’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 		$323K Sell
12,555
-11,062
-47% -$256K 0.03% 323
2026
Q1 		$486K Sell
23,617
-1,337
-5% -$30.1K 0.04% 260
2025
Q4 		$592K Buy
24,954
+220
+0.9% +$5.36K 0.05% 194
2025
Q3 		$616K Sell
24,734
-1,167
-5% -$25.1K 0.05% 185
2025
Q2 		$596K Sell
25,901
-13,015
-33% -$301K 0.06% 160
2025
Q1 		$874K Sell
38,916
-2,286
-6% -$53.1K 0.08% 127
2024
Q4 		$806K Buy
41,202
+72
+0.2% +$1.43K 0.06% 195
2024
Q3 		$749K Buy
41,130
+1,386
+3% +$26.4K 0.06% 209
2024
Q2 		$691K Sell
39,744
-1,180
-3% -$20.9K 0.06% 210
2024
Q1 		$802K Buy
40,924
+15,527
+61% +$328K 0.06% 194
2023
Q4 		$585K Buy
+25,397
New +$568K 0.05% 238

Other funds holding PRVA

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return