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 Q2	$1.07M	Sell	41,545 -6,265	-13%	-$145K	﹤0.01%	1891
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 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

Janney Montgomery Scott's PRVA Position: Q2 2026 in Review

Janney Montgomery Scott reduced its Privia Health (PRVA) stake by 13% in Q2 2026, selling an estimated $145K and leaving 41,545 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1891.

Janney Montgomery Scott first reported a position in PRVA in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.52M in Q4 2025. 301 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

Janney Montgomery Scott held 41,545 shares of Privia Health worth $1.07M as of Q2 2026.
Janney Montgomery Scott sold 6,265 Privia Health shares in Q2 2026, an estimated $145K.
Privia Health made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1891 holding.
Janney Montgomery Scott first reported a position in Privia Health in Q2 2023 and has held it in 12 quarters since.
Janney Montgomery Scott's Privia Health position peaked at $1.52M in Q4 2025.
301 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.