Zurich Cantonal Bank

Zurich Cantonal Bank’s Privia Health PRVA Stock Holding History

Zurich Cantonal Bank’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	$931K	Buy	45,280 +5,150	+13%	+$116K	﹤0.01%	1474
2025 Q4	$951K	Buy	40,130 +6,278	+19%	+$153K	﹤0.01%	1380
2025 Q3	$843K	Hold	33,852	–	–	﹤0.01%	1388
2025 Q2	$779K	Buy	33,852 +6,312	+23%	+$146K	﹤0.01%	1380
2025 Q1	$618K	Hold	27,540	–	–	﹤0.01%	1469
2024 Q4	$538K	Buy	27,540 +3,798	+16%	+$75.3K	﹤0.01%	1586
2024 Q3	$432K	Hold	23,742	–	–	﹤0.01%	1649
2024 Q2	$413K	Buy	23,742 +1,653	+7%	+$29.3K	﹤0.01%	1619
2024 Q1	$433K	Hold	22,089	–	–	﹤0.01%	1563
2023 Q4	$509K	Buy	22,089 +1,260	+6%	+$28.2K	﹤0.01%	1484
2023 Q3	$479K	Buy	20,829 +2,518	+14%	+$64K	﹤0.01%	1432
2023 Q2	$478K	Buy	18,311 +5,495	+43%	+$145K	﹤0.01%	1380
2023 Q1	$354K	Buy	12,816 +2,158	+20%	+$57K	﹤0.01%	1510
2022 Q4	$242K	Buy	10,658 +829	+8%	+$23.1K	﹤0.01%	1716
2022 Q3	$335K	Hold	9,829	–	–	﹤0.01%	1435
2022 Q2	$286K	Buy	+9,829	New	+$250K	﹤0.01%	1586
2022 Q1	–	Sell	-8,485	Closed	-$220K	–	2814
2021 Q4	$220K	Buy	+8,485	New	+$212K	﹤0.01%	2002

Other funds holding PRVA

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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