Washington Trust Advisors’s Privia Health PRVA Stock Holding History

Washington Trust Advisors’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 Q4	–	Sell	-385	Closed	-$9.59K	–	669
2025 Q3	$9.59K	Hold	385	–	–	﹤0.01%	525
2025 Q2	$8.86K	Buy	385 +104	+37%	+$2.41K	﹤0.01%	496
2025 Q1	$6.31K	Hold	281	–	–	﹤0.01%	528
2024 Q4	$5.49K	Hold	281	–	–	﹤0.01%	553
2024 Q3	$5.12K	Hold	281	–	–	﹤0.01%	570
2024 Q2	$4.88K	Hold	281	–	–	﹤0.01%	561
2024 Q1	$5.5K	Hold	281	–	–	﹤0.01%	559
2023 Q4	$6.47K	Hold	281	–	–	﹤0.01%	541
2023 Q3	$6.46K	Buy	281 +52	+23%	+$1.32K	﹤0.01%	521
2023 Q2	$5.98K	Hold	229	–	–	﹤0.01%	522
2023 Q1	$6.32K	Buy	229 +64	+39%	+$1.69K	﹤0.01%	566
2022 Q4	$3.75K	Hold	165	–	–	﹤0.01%	645
2022 Q3	$6K	Hold	165	–	–	﹤0.01%	688
2022 Q2	$5K	Sell	165 -40	-20%	-$1.02K	﹤0.01%	753
2022 Q1	$5K	Buy	205 +71	+53%	+$1.68K	﹤0.01%	825
2021 Q4	$3K	Buy	+134	New	+$3.34K	﹤0.01%	936

Other funds holding PRVA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

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

Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 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

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

Bank of New York Mellon

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

Geode Capital Management

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