Jones Financial Companies
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Jones Financial Companies’s Privia Health PRVA Stock Holding History

Jones Financial Companies’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 		$15.3K Buy
597
+9
+2% +$208 ﹤0.01% 3620
2026
Q1 		$11.8K Sell
588
-668
-53% -$15.1K ﹤0.01% 3522
2025
Q4 		$29.8K Sell
1,256
-20
-2% -$487 ﹤0.01% 2763
2025
Q3 		$30.6K Hold
1,276
– – ﹤0.01% 2583
2025
Q2 		$28.1K Buy
1,276
+166
+15% +$3.84K ﹤0.01% 2455
2025
Q1 		$25.1K Buy
1,110
+707
+175% +$16.4K ﹤0.01% 2348
2024
Q4 		$7.88K Sell
403
-289
-42% -$5.73K ﹤0.01% 2613
2024
Q3 		$12.5K Sell
692
-278
-29% -$5.3K ﹤0.01% 2136
2024
Q2 		$16.9K Buy
+970
New +$17.2K ﹤0.01% 1595

Other funds holding PRVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RF
Rubicon Founders Nashville, Tennessee $196M AUM 53.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Jones Financial Companies's PRVA Position: Q2 2026 in Review

Jones Financial Companies increased its Privia Health (PRVA) stake by 1.5% in Q2 2026, buying an estimated $208 and bringing the position to 597 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3620.

Jones Financial Companies first reported a position in PRVA in Q2 2024 and has held it in 9 quarters since. The position peaked at $30.6K in Q3 2025. 301 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

  • Jones Financial Companies held 597 shares of Privia Health worth $15.3K as of Q2 2026.
  • Jones Financial Companies bought 9 Privia Health shares in Q2 2026, an estimated $208.
  • Privia Health made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3620 holding.
  • Jones Financial Companies first reported a position in Privia Health in Q2 2024 and has held it in 9 quarters since.
  • Jones Financial Companies's Privia Health position peaked at $30.6K in Q3 2025.
  • 301 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.