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Keating Financial Advisory Services’s Privia Health PRVA Stock Holding History

Keating Financial Advisory Services’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 		$2.37K Buy
92
+11
+14% +$255 ﹤0.01% 1882
2026
Q1 		$1.67K Buy
+81
New +$1.83K ﹤0.01% 1920

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

Keating Financial Advisory Services's PRVA Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Privia Health (PRVA) stake by 14% in Q2 2026, buying an estimated $255 and bringing the position to 92 shares worth $2.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1882.

Keating Financial Advisory Services first reported a position in PRVA in Q1 2026 and has held it in 2 quarters since. 301 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

  • Keating Financial Advisory Services held 92 shares of Privia Health worth $2.37K as of Q2 2026.
  • Keating Financial Advisory Services bought 11 Privia Health shares in Q2 2026, an estimated $255.
  • Privia Health made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1882 holding.
  • Keating Financial Advisory Services first reported a position in Privia Health in Q1 2026 and has held it in 2 quarters since.
  • 301 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.