Cetera Investment Advisers’s Privia Health PRVA Stock Holding History

Cetera Investment Advisers’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	$1.62M	Sell	62,906 -6,831	-10%	-$158K	﹤0.01%	2574
2026 Q1	$1.43M	Sell	69,737 -40,944	-37%	-$923K	﹤0.01%	2582
2025 Q4	$2.62M	Buy	110,681 +37,155	+51%	+$904K	﹤0.01%	1984
2025 Q3	$1.83M	Buy	73,526 +14,320	+24%	+$308K	﹤0.01%	2252
2025 Q2	$1.36M	Sell	59,206 -2,730	-4%	-$63.2K	﹤0.01%	2121
2025 Q1	$1.39M	Buy	61,936 +2,338	+4%	+$54.3K	﹤0.01%	2005
2024 Q4	$1.17M	Sell	59,598 -780	-1%	-$15.5K	﹤0.01%	2064
2024 Q3	$1.1M	Buy	60,378 +682	+1%	+$13K	﹤0.01%	2056
2024 Q2	$1.04M	Buy	59,696 +1,636	+3%	+$29K	﹤0.01%	2056
2024 Q1	$1.14M	Buy	+58,060	New	+$1.23M	﹤0.01%	1964

Other funds holding PRVA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Rubicon Founders Nashville, Tennessee $196M AUM 53.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Cetera Investment Advisers's PRVA Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Privia Health (PRVA) stake by 9.8% in Q2 2026, selling an estimated $158K and leaving 62,906 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #2574.

Cetera Investment Advisers first reported a position in PRVA in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.62M in Q4 2025. 301 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

Cetera Investment Advisers held 62,906 shares of Privia Health worth $1.62M as of Q2 2026.
Cetera Investment Advisers sold 6,831 Privia Health shares in Q2 2026, an estimated $158K.
Privia Health made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2574 holding.
Cetera Investment Advisers first reported a position in Privia Health in Q1 2024 and has held it in 10 quarters since.
Cetera Investment Advisers's Privia Health position peaked at $2.62M in Q4 2025.
301 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.