Janney Montgomery Scott
PRVA icon

Janney Montgomery Scott’s Privia Health PRVA Stock Holding History

Janney Montgomery Scott’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 		$983K Sell
47,810
-16,411
-26% -$370K ﹤0.01% 1657
2025
Q4 		$1.52M Buy
64,221
+14,200
+28% +$346K ﹤0.01% 1484
2025
Q3 		$1.25M Sell
50,021
-2,397
-5% -$51.6K ﹤0.01% 1567
2025
Q2 		$1.21M Sell
52,418
-2,953
-5% -$68.4K ﹤0.01% 1473
2025
Q1 		$1.24M Buy
55,371
+2,413
+5% +$56.1K ﹤0.01% 1414
2024
Q4 		$1.03M Sell
52,958
-4,624
-8% -$91.6K ﹤0.01% 1516
2024
Q3 		$1.05M Sell
57,582
-791
-1% -$15.1K ﹤0.01% 1473
2024
Q2 		$1.01M Sell
58,373
-1,933
-3% -$34.2K ﹤0.01% 1434
2024
Q1 		$1.18M Buy
60,306
+9,286
+18% +$196K ﹤0.01% 1432
2023
Q4 		$1.18M Buy
+51,020
New +$1.14M ﹤0.01% 1359
2023
Q3 		– Sell
-38,090
Closed -$995K – 2727
2023
Q2 		$995K Buy
+38,090
New +$1.01M ﹤0.01% 1415

Other funds holding PRVA

BlackRock
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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RF
Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
RP
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