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Kestra Advisory Services’s Privia Health PRVA Stock Holding History

Kestra 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
Q1 		– Sell
-3,921
Closed -$93K – 4093
2025
Q4 		$93K Buy
+3,921
New +$95.4K ﹤0.01% 3485

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 $3.38T AUM 44.17% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 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 $609B AUM 40.19% 1-Year Est. Return

Kestra Advisory Services's PRVA Position: Q1 2026 in Review

Kestra Advisory Services sold out of Privia Health (PRVA) in Q1 2026, closing a stake of 3,921 shares — an estimated $93K sold.

Kestra Advisory Services first reported a position in PRVA in Q4 2025 and held it in 1 quarter. The position peaked at $93K in Q4 2025. 293 funds tracked by Wall St. Rank hold PRVA as of Q1 2026.

  • Kestra Advisory Services reported no remaining Privia Health position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 3,921 Privia Health shares in Q1 2026, an estimated $93K.
  • Kestra Advisory Services first reported a position in Privia Health in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Privia Health position peaked at $93K in Q4 2025.
  • 293 funds tracked by Wall St. Rank held Privia Health as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.