FFA
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Farther Finance Advisors’s Privia Health PRVA Stock Holding History

Farther Finance 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
2026
Q3 		$5.24K Sell
266
-53
-17% -$1.21K ﹤0.01% 4983
2026
Q2 		$8.2K Sell
319
-298
-48% -$6.9K ﹤0.01% 4554
2026
Q1 		$13K Buy
617
+193
+46% +$4.35K ﹤0.01% 3944
2025
Q4 		$10.1K Buy
424
+163
+62% +$3.97K ﹤0.01% 3907
2025
Q3 		$6.5K Buy
261
+142
+119% +$3.06K ﹤0.01% 3651
2025
Q2 		$2.74K Buy
+119
New +$2.75K ﹤0.01% 3589
2024
Q3 		– Sell
-130
Closed -$2.22K – 4096
2024
Q2 		$2.22K Hold
130
– – ﹤0.01% 2755
2024
Q1 		$2.47K Buy
130
+128
+6,400% +$2.7K ﹤0.01% 2400
2023
Q4 		$46 Buy
+2
New +$45 ﹤0.01% 3389

Other funds holding PRVA

CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Farther Finance Advisors's PRVA Position: Q3 2026 in Review

Farther Finance Advisors reduced its Privia Health (PRVA) stake by 17% in Q3 2026, selling an estimated $1.21K and leaving 266 shares worth $5.24K. The position accounts for ﹤0.01% of the portfolio, ranked #4983.

Farther Finance Advisors first reported a position in PRVA in Q4 2023 and has held it in 9 quarters since. The position peaked at $13K in Q1 2026. 8 funds tracked by Wall St. Rank hold PRVA as of Q3 2026.

  • Farther Finance Advisors held 266 shares of Privia Health worth $5.24K as of Q3 2026.
  • Farther Finance Advisors sold 53 Privia Health shares in Q3 2026, an estimated $1.21K.
  • Privia Health made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4983 holding.
  • Farther Finance Advisors first reported a position in Privia Health in Q4 2023 and has held it in 9 quarters since.
  • Farther Finance Advisors's Privia Health position peaked at $13K in Q1 2026.
  • 8 funds tracked by Wall St. Rank held Privia Health as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.