Privia Health GroupPRVA

13F holders, Q1 2026 (March 31)
293holders +17
44new positions
29sold out
9famous investors
$20.57avg. 13F price*

At the end of Q1 2026, 293 institutions reported holding Privia Health Group Inc. (PRVA) in their 13F filings, up 17 from Q4 2025. 44 opened new positions and 29 sold out. The largest holders were BlackRock, Inc. ($392.0M), FMR LLC ($268.3M) and Durable Capital Partners LP ($248.6M). 9 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ray Dalio (0.0% of Bridgewater Associates's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

Company
Privia Health Group Inc.
CUSIP
74276R102
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 233Q1 2024Q2 2024: 225Q2 2024Q3 2024: 234Q3 2024Q4 2024: 231Q4 2024Q1 2025: 249Q1 2025Q2 2025: 281Q2 2025Q3 2025: 259Q3 2025Q4 2025: 276Q4 2025Q1 2026: 293Q1 2026Q2 2026: 302Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions44$31.2M
Exits29$16.5M

All 13F filers, Q4 2025 → Q1 2026: 6,462,762 shares bought and 6,562,592 shares sold, net −99,830 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 293 holders

BlackRock, Inc. 0.01% Add +0.5% 19,057,910 $392.0M
FMR LLC 0.01% Add +8.3% 13,045,542 $268.3M
Durable Capital Partners LP 2.56% No change 12,087,843 $248.6M
Vanguard Portfolio Management LLC 0.01% — 6,281,542 $129.2M
Rubicon Founders LLC 88.92% Add +3.0% 5,948,664 $122.4M
Vanguard Capital Management LLC 0.00% — 5,008,823 $103.0M
State Street Corp. 0.00% Add +5.1% 4,489,900 $92.4M
Van Berkom & Associates Inc. 2.71% Add +5.4% 4,053,043 $83.4M
Riverbridge Partners LLC 1.97% Reduce -14.5% 3,917,948 $80.6M
Bank of New York Mellon Corp 0.01% Reduce -3.4% 2,943,493 $60.5M
Geode Capital Management, LLC 0.00% Add +2.9% 2,895,534 $59.6M
Principal Financial Group Inc. 0.03% Reduce -2.3% 2,723,073 $56.0M
Dimensional Fund Advisors LP 0.01% Add +6.3% 2,406,717 $49.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -1.8% 2,051,659 $42.2M
BlackBarn Capital Partners LP 9.81% Add +21.9% 1,585,000 $32.6M
Franklin Resources Inc. 0.01% Reduce -0.8% 1,478,758 $30.4M
Goldman Sachs Group Inc. 0.00% Add +49.8% 1,339,950 $27.6M
Charles Schwab Investment Management Inc. 0.00% Add +3.1% 1,319,106 $27.1M
Bank of America Corp. 0.00% Reduce -11.2% 1,256,178 $25.8M
Northern Trust Corp. 0.00% Reduce -7.4% 1,177,710 $24.2M
Loomis Sayles & Co. L P 0.03% Reduce -2.5% 1,042,100 $21.4M
Morgan Stanley 0.00% Reduce -10.7% 981,919 $20.2M
Nuveen, LLC 0.01% Reduce -13.9% 948,136 $19.5M
Freestone Grove Partners LP 0.13% Reduce -30.8% 839,474 $17.3M
Vanguard Fiduciary Trust Co. 0.00% — 799,665 $16.4M
Renaissance Technologies 0.03% Add +51.1% 776,500 $16.0M
ArrowMark Colorado Holdings LLC 0.42% Reduce -7.8% 775,369 $15.9M
Eventide Asset Management, LLC 0.25% No change 737,694 $15.2M
Millennium Management 0.01% Add +1.4% 712,565 $14.7M
Royce & Associates LP 0.14% Add +12.1% 667,641 $13.7M
Silvercrest Asset Management Group LLC 0.09% Reduce -45.5% 630,886 $13.0M
C WorldWide Group Holding A/S 0.27% No change 610,000 $12.5M
Envestnet Asset Management Inc. 0.00% Reduce -7.5% 606,767 $12.5M
Qube Research & Technologies Ltd 0.02% Add +105.5% 566,795 $11.7M
Citadel Advisors 0.01% Reduce -33.9% 490,413 $10.1M
Woodline Partners LP 0.04% Add +98.2% 475,955 $9.8M
Invesco Ltd. 0.00% Add +0.5% 429,873 $8.8M
Public Sector Pension Investment Board 0.03% Add +3.4% 413,597 $8.5M
Renaissance Group LLC 0.35% Add +24.2% 407,308 $8.4M
UBS Group AG 0.00% Add +43.9% 381,785 $7.9M
OMERS ADMINISTRATION Corp 0.05% Reduce -18.5% 368,695 $7.6M
Clearbridge Investments, LLC 0.01% Reduce -3.0% 358,429 $7.4M
Caisse de depot et placement du Quebec 0.01% New 326,424 $6.7M
Peregrine Capital Management LLC 0.24% Reduce -4.1% 316,718 $6.5M
Rhumbline Advisers 0.01% Reduce -2.6% 300,941 $6.2M
OneDigital Investment Advisors LLC 0.06% Add +0.0% 300,864 $6.2M
First Trust Advisors LP 0.00% Reduce -25.1% 294,638 $6.1M
Legal & General Group Plc 0.00% Reduce -8.0% 252,986 $5.2M
Oppenheimer Asset Management Inc. 0.06% Reduce -9.7% 246,896 $5.1M
Royal Bank of Canada 0.00% Reduce -5.2% 238,066 $4.9M
Bridgewater Associates 0.02% Add +13.3% 237,948 $4.9M
AQR Capital Management 0.00% Add +82.8% 233,070 $4.8M
Bellevue Group AG 0.11% Reduce -49.4% 226,703 $4.7M
Wellington Management Group LLP 0.00% Reduce -4.0% 224,102 $4.6M
Deutsche Bank AG 0.00% Add +5.3% 206,545 $4.2M
Focus Partners Wealth 0.00% Reduce -1.9% 197,303 $4.1M
Ameriprise Financial Inc. 0.00% Reduce -3.8% 196,515 $4.0M
Swiss National Bank 0.00% No change 193,600 $4.0M
Fort Washington Investment Advisors Inc. 0.02% New 189,611 $3.9M
PDT Partners, LLC 0.22% Reduce -16.9% 184,479 $3.8M
JPMorgan Chase & Co. 0.00% Add +53.3% 187,093 $3.7M
Algert Global LLC 0.05% Reduce -23.7% 171,290 $3.5M
D. E. Shaw & Co. 0.00% Add +310.4% 165,341 $3.4M
BNP Paribas Financial Markets 0.00% Add +25.0% 162,576 $3.3M
Stifel Financial Corp. 0.00% Reduce -6.8% 158,996 $3.3M
Pier Capital, LLC 0.54% Reduce -55.3% 158,641 $3.3M
Alliancebernstein L.P. 0.00% Reduce -6.6% 136,421 $3.2M
Sei Investments Co. 0.00% Reduce -69.5% 140,370 $2.9M
Schroder Investment Management Group 0.00% Add +2.2% 143,119 $2.9M
Edgestream Partners, L.P. 0.09% New 138,406 $2.8M
Point72 Asset Management 0.01% Reduce -90.7% 137,611 $2.8M
T. Rowe Price Associates Inc. 0.00% Add +22.1% 134,993 $2.8M
Tudor Investment Corporation 0.01% New 130,084 $2.7M
Kornitzer Capital Management Inc. 0.06% No change 124,535 $2.6M
Prudential Financial Inc. 0.00% Add +10.3% 119,395 $2.5M
Creative Planning 0.00% Add +37.8% 113,314 $2.3M
State of New Jersey Common Pension Fund D 0.01% Add +10.5% 103,020 $2.1M
Nomura Asset Management International Inc. 0.00% Add +12.1% 101,857 $2.1M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 97,164 $2.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -11.1% 96,788 $2.0M
Trexquant Investment LP 0.01% Add +176.0% 95,487 $2.0M
California State Teachers Retirement System 0.00% Reduce -0.9% 95,060 $2.0M
Barclays PLC 0.00% Reduce -64.3% 90,938 $1.9M
ExodusPoint Capital Management, LP 0.02% Add +106.2% 84,558 $1.7M
State of Wisconsin Investment Board 0.00% Add +113.6% 84,310 $1.7M
Advisors Preferred, LLC 0.25% New 82,458 $1.7M
Los Angeles Capital Management LLC 0.01% Add +12615.3% 80,869 $1.7M
Thrivent Financial for Lutherans 0.00% Reduce -2.9% 77,175 $1.6M
Gotham Asset Management 0.00% Add +108.0% 76,969 $1.6M
Holocene Advisors, LP 0.00% Add +552.0% 74,391 $1.5M
Wells Fargo & Company 0.00% Reduce -51.5% 74,012 $1.5M
Cetera Investment Advisers 0.00% Reduce -37.0% 69,737 $1.4M
Jane Street Group, LLC 0.00% Add +153.4% 68,227 $1.4M
Future Fund LLC 0.47% Add +48.0% 65,538 $1.3M
One Capital Management, LLC 0.04% Add +48.0% 65,538 $1.3M
State of Alaska, Department of Revenue 0.01% Reduce -2.7% 63,950 $1.3M
MetLife Investment Management, LLC 0.01% Reduce -4.2% 63,703 $1.3M
Illinois Municipal Retirement Fund 0.02% Add +0.5% 63,230 $1.3M
LPL Financial LLC 0.00% Add +40.4% 62,133 $1.3M
Baker Avenue Asset Management, LP 0.03% New 61,699 $1.3M
State of Tennessee, Department of Treasury 0.00% Add +124.0% 57,304 $1.2M
Integrated Quantitative Investments LLC 0.21% Reduce -0.1% 55,205 $1.1M
New York State Teachers Retirement System 0.00% Reduce -6.6% 53,348 $1.1M
Voya Investment Management LLC 0.00% Add +6.4% 52,796 $1.1M
Manufacturers Life Insurance Company, The 0.00% Reduce -2.8% 52,398 $1.1M
Robeco Institutional Asset Management B.V. 0.00% No change 51,756 $1.1M
Engineers Gate Manager LP 0.01% New 51,304 $1.1M
Louisiana State Employees Retirement System 0.02% Reduce -3.2% 51,300 $1.1M
Fieldview Capital Management, LLC 0.30% New 49,951 $1.0M
Victory Capital Management Inc. 0.00% Add +11.1% 48,893 $1.0M
Squarepoint Ops LLC 0.00% New 48,108 $990K
Janney Montgomery Scott LLC 0.00% Reduce -25.6% 47,810 $983K
SG Americas Securities, LLC 0.00% Add +102.3% 46,574 $958K
Vanguard Global Advisers, LLC 0.00% — 46,403 $955K
Campbell & CO Investment Adviser LLC 0.05% New 46,381 $954K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +12.8% 45,280 $931K
Janus Henderson Group PLC 0.00% No change 44,085 $907K
Glenmede Trust Co. NA 0.00% Reduce -25.2% 43,934 $904K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +9.4% 42,918 $883K
STRS Ohio 0.00% No change 42,600 $876K
S&co Inc. 0.05% No change 42,000 $863K
Man Group plc 0.00% New 39,322 $809K
State Board of Administration of Florida Retirement System 0.00% No change 39,022 $803K
Susquehanna International Group, LLP 0.00% Add +185.4% 39,003 $802K
Twinbeech Capital LP 0.08% New 39,000 $802K
Capstone Investment Advisors, LLC 0.01% Add +46.3% 38,296 $788K
Fifth Third Bancorp 0.00% Add +1047.1% 38,142 $785K
Bradley Foster & Sargent Inc. 0.01% Add +0.5% 37,862 $779K
HSBC Holdings PLC 0.00% Reduce -55.1% 37,851 $774K
Avenir Corp. 0.09% No change 36,745 $756K
New York State Common Retirement Fund 0.00% No change 36,450 $750K
Bank of Montreal 0.00% Add +218.9% 35,927 $739K
Sterling Capital Management LLC 0.01% Reduce -66.3% 34,899 $718K
Affiance Financial, LLC 0.12% No change 34,742 $715K
Exchange Traded Concepts, LLC 0.01% New 34,218 $704K
VARCOV Co. 0.26% New 33,652 $692K
Amalgamated Bank 0.01% Reduce -0.7% 33,317 $685K
Quantinno Capital Management LP 0.00% Add +67.6% 32,707 $673K
Police & Firemen's Retirement System of New Jersey 0.01% Add +5.3% 32,042 $659K
Harbor Capital Advisors, Inc. 0.05% Reduce -23.7% 31,863 $655K
Summit Global Investments 0.04% No change 31,763 $653K
Yousif Capital Management, LLC 0.01% Reduce -1.2% 31,409 $646K
Dynamic Technology Lab Private Ltd 0.10% Add +99.8% 30,512 $628K
Raymond James Financial Inc. 0.00% Add +141.6% 30,198 $621K
Brevan Howard Capital Management LP 0.01% Reduce -11.8% 28,977 $596K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -0.1% 28,593 $588K
Teachers Retirement System of the State of Kentucky 0.00% No change 27,947 $575K
Mangrove Partners Im, LLC 0.05% New 27,153 $559K
Sectoral Asset Management Inc. 0.46% Add +4.4% 27,136 $558K
Arizona State Retirement System 0.00% Reduce -1.2% 27,028 $556K
Weiss Asset Management LP 0.01% New 26,900 $553K
Occudo Quantitative Strategies LP 0.03% New 22,083 $549K
Citigroup Inc. 0.00% Reduce -33.1% 26,506 $545K
Oregon Public Employees Retirement Fund 0.01% No change 26,414 $543K
Intech Investment Management LLC 0.01% Reduce -39.9% 25,915 $533K
Amundi 0.00% Add +188.0% 25,454 $524K
Benjamin Edwards Inc. 0.01% Reduce -5.2% 24,883 $512K
Teacher Retirement System of Texas 0.00% Add +38.4% 24,647 $507K
SEB Asset Management AB 0.00% — 24,528 $505K
State of Wyoming 0.06% Reduce -27.8% 24,106 $496K
Vanguard Investments Australia, Ltd. 0.00% — 23,944 $493K
Quantbot Technologies LP 0.02% New 23,893 $491K
Trust Point Inc. 0.04% Reduce -5.4% 23,617 $486K
Vanguard Personalized Indexing Management, LLC 0.00% Add +41.3% 22,954 $472K
Quadrant Capital Group LLC 0.01% Add +2.1% 22,778 $469K
Cerity Partners LLC 0.00% Reduce -14.5% 22,587 $465K
Ieq Capital, LLC 0.00% New 22,414 $461K
KLP Kapitalforvaltning As 0.00% Add +4.8% 22,000 $453K
Corient Private Wealth LP 0.00% Reduce -8.7% 21,984 $452K
Handelsbanken Fonder AB 0.00% No change 21,700 $446K
Pathstone Holdings, LLC 0.00% Add +3.6% 21,382 $440K
Canada Pension Plan Investment Board 0.00% Reduce -56.0% 20,200 $416K
Dark Forest Capital Management LP 0.04% New 19,979 $411K
OP Asset Management Ltd 0.00% No change 19,260 $396K
Truist Financial Corp. 0.00% Reduce -3.0% 19,016 $391K
DRW Securities, LLC 0.02% New 18,947 $390K
Blair William & Co. 0.00% Reduce -6.4% 18,722 $385K
Elo Mutual Pension Insurance Co 0.01% Reduce -8.1% 18,552 $382K
Evergreen Capital Management LLC 0.01% Add +33.1% 18,200 $374K
ProShare Advisors LLC 0.00% Reduce -19.8% 18,101 $372K
Mariner, LLC 0.00% Add +16.2% 17,839 $367K
Maryland State Retirement & Pension System 0.01% No change 16,915 $348K
HighTower Advisors, LLC 0.00% Add +12.8% 16,706 $344K
Whalen Wealth Management Inc. 0.18% New 16,629 $342K
Guggenheim Capital LLC 0.00% Reduce -58.2% 16,106 $331K
Pictet Asset Management Holding SA 0.00% Add +15.3% 16,076 $331K
Atria Investments, Inc 0.00% Reduce -21.6% 15,534 $320K
Keebeck Wealth Management 0.04% Add +24.4% 15,397 $317K
MML Investors Services, LLC 0.00% Reduce -47.4% 15,271 $314K
Voya Financial Advisors, Inc. 0.03% Add +1.8% 14,879 $298K
Park Avenue Securities LLC 0.00% Reduce -19.1% 14,159 $291K
Natixis Advisors, LLC 0.00% Reduce -32.0% 13,835 $285K
Stephens Inc. 0.00% Add +0.1% 13,828 $284K
Choreo, LLC 0.00% Add +1.9% 13,656 $281K
Vestcor Inc 0.01% Reduce -30.6% 13,632 $280K
Mutual of America Capital Management LLC 0.00% Add +0.1% 13,232 $272K
Wealth Enhancement Advisory Services, LLC 0.00% New 12,549 $266K
Wealth Alliance, LLC 0.03% Reduce -0.2% 12,851 $264K
Russell Investments Group, Ltd. 0.00% Reduce -3.0% 12,600 $259K
Cornerstone Investment Partners, LLC 0.01% New 12,575 $259K
Smartleaf Asset Management LLC 0.01% Reduce -11.7% 12,714 $255K
Mirabella Financial Services LLP 0.03% Add +7.5% 12,302 $253K
Blueshift Asset Management, LLC 0.08% Add +15.3% 12,273 $252K
Cwm, LLC 0.00% Add +79.0% 12,187 $251K
Public Employees Retirement Association of Colorado 0.00% No change 11,922 $245K
Alpine Woods Capital Investors, LLC 0.06% New 11,214 $231K
Financiere des Professionnels - Fonds d'investissement inc. 0.01% New 11,138 $229K
Xponance LLC 0.00% Add +20.0% 11,017 $227K
Parkside Financial Bank & Trust 0.02% Reduce -8.5% 10,420 $214K
PNC Financial Services Group, Inc. 0.00% Add +8.8% 10,361 $213K
Swiss Life Asset Management Ltd 0.00% New 9,940 $204K
Ensign Peak Advisors, Inc 0.00% No change 9,727 $200K
Ameritas Investment Partners, Inc. 0.01% No change 9,611 $198K
US Bancorp \de 0.00% Reduce -36.3% 9,342 $192K
Tower Research Capital LLC (TRC) 0.00% Add +77.5% 7,973 $164K
Kemnay Advisory Services Inc. 0.02% Add +13.3% 6,808 $140K
Assetmark, Inc. 0.00% Reduce -0.3% 6,751 $139K
New Age Alpha Advisors, LLC 0.01% Reduce -2.6% 5,364 $110K
Nisa Investment Advisors, LLC 0.00% Add +1.8% 5,048 $104K
GAMMA Investing LLC 0.00% Reduce -2.0% 4,227 $87K
Signaturefd, LLC 0.00% Add +181.3% 3,832 $79K
KBC Group NV 0.00% No change 3,597 $74K
Versant Capital Management, Inc 0.01% Add +169.4% 3,510 $72K
Covestor Ltd 0.05% Reduce -31.2% 3,379 $70K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +65.6% 3,192 $66K
Hantz Financial Services, Inc. 0.00% Add +165.3% 2,995 $62K
Salomon & Ludwin, LLC 0.00% Add +131.1% 2,041 $43K
Federated Hermes, Inc. 0.00% Reduce -96.4% 2,037 $42K
Northwestern Mutual Wealth Management Co. 0.00% Add +12.0% 1,850 $38K
Allworth Financial LP 0.00% Add +42.0% 1,670 $34K
Park Place Capital Corp 0.01% No change 1,617 $33K
Pinnacle Wealth Planning Services, Inc. 0.00% Reduce -69.7% 1,382 $28K
Bessemer Group Inc. 0.00% Reduce -9.2% 1,303 $27K
Central Pacific Bank - Trust Division 0.00% New 1,258 $26K
Financial Management Professionals, Inc. 0.00% No change 984 $20K
Whittier Trust Co. of Nevada Inc. 0.00% No change 897 $19K
Public Employees Retirement System of Ohio 0.00% Add +11.9% 891 $18K
EverSource Wealth Advisors, LLC 0.00% Add +56.4% 890 $18K
J.Safra Asset Management Corp 0.00% Add +208.5% 836 $17K
Hilltop National Bank 0.00% New 702 $14K
Colonial Trust Co / SC 0.00% No change 717 $14K
Farther Finance Advisors, LLC 0.00% Add +45.5% 617 $13K
Private Trust Co. NA 0.00% No change 621 $13K
Jones Financial Companies LLLP 0.00% Reduce -53.2% 588 $12K
International Assets Investment Management, LLC 0.00% No change 548 $12K
UMB Bank, n.a. 0.00% Reduce -7.9% 539 $11K
Meramec Financial Planners, LLC 0.00% No change 439 $11K
Meeder Asset Management Inc. 0.00% New 501 $10K
Parallel Advisors, LLC 0.00% Add +49.4% 469 $10K
Huntington National Bank 0.00% Add +0.2% 457 $9K
First Horizon Corp. 0.00% Reduce -13.0% 449 $9K
Birchwood Financial Partners, Inc. 0.01% No change 402 $8K
Rothschild Investment LLC 0.00% Add +87.8% 385 $8K
Owl Creek Wealth Partners LLC 0.00% — 350 $7K
Bell Investment Advisors, Inc 0.00% Add +966.7% 288 $6K
Cornerstone Planning Group LLC 0.00% No change 230 $6K
Quarry LP 0.00% Reduce -23.9% 261 $5K
Essential Partners LLC 0.00% Add +40.2% 258 $5K
IFP Advisors, Inc 0.00% Add +950.0% 231 $5K
MassMutual Private Wealth & Trust, FSB 0.00% No change 225 $5K
Bayban 0.00% Reduce -79.8% 218 $4K
Sound Income Strategies, LLC 0.00% No change 201 $4K
JNBA Financial Advisors 0.00% New 199 $4K
Bare Financial Services, Inc 0.00% Reduce -22.8% 183 $4K
Physician Wealth Advisors, Inc. 0.00% New 163 $3K
Rossby Financial, LCC 0.00% New 149 $3K
Zions Bancorporation, National Association 0.00% New 137 $3K
Advisory Services Network, LLC 0.00% New 137 $3K
Rockefeller Capital Management L.P. 0.00% Reduce -70.6% 121 $2K
Twin Peaks Wealth Advisors, LLC 0.00% New 119 $2K
Arax Advisory Partners 0.00% Add +970.0% 107 $2K
Ancora Advisors LLC 0.00% No change 103 $2K
MAI Capital Management 0.00% New 88 $2K
Keating Financial Advisory Services, Inc. 0.00% New 81 $2K
Osaic Holdings, Inc. 0.00% Reduce -92.3% 65 $1K
Farmers & Merchants Investments Inc. 0.00% No change 60 $1K
Picton Mahoney Asset Management 0.00% No change 60 $1K
SBI Securities Co., Ltd. 0.00% Reduce -3.2% 60 $1K
Caitong International Asset Management Co., Ltd 0.00% New 53 $1K
WPG Advisers, LLC 0.00% Reduce -42.5% 46 $946
Retirement Wealth Solutions LLC 0.00% Add +25.0% 30 $618
Root Financial Partners, LLC 0.00% No change 24 $494
Marquette Asset Management, LLC 0.00% New 23 $474
Sunbelt Securities, Inc. 0.00% Add +340.0% 22 $453
American Capital Advisory, LLC 0.00% New 21 $432
Larson Financial Group LLC 0.00% Reduce -94.7% 17 $350
Gilpin Wealth Management, LLC 0.00% No change 13 $268
SJS Investment Consulting Inc. 0.00% New 13 $268
Godfrey Financial Associates, Inc. 0.00% New 13 $267
Ankerstar Wealth, LLC 0.00% Reduce -20.0% 8 $165
Basecamp Wealth Advisors LLC 0.00% New 8 $165
Abound Wealth Management 0.00% No change 5 $103
Dunhill Financial, LLC 0.00% No change 2 $49

"% of holder's portfolio" is PRVA's weight in each manager's 13F, not the share of Privia Health Group Inc. the manager owns.