Raymond James Financial
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Raymond James Financial’s Privia Health PRVA Stock Holding History

Raymond James Financial’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 		$621K Buy
30,198
+17,698
+142% +$399K ﹤0.01% 4205
2025
Q4 		$296K Buy
+12,500
New +$304K ﹤0.01% 4582
2025
Q3 		– Sell
-4,895
Closed -$113K – 6299
2025
Q2 		$113K Buy
+4,895
New +$113K ﹤0.01% 4817

Other funds holding PRVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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
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

Raymond James Financial's PRVA Position: Q1 2026 in Review

Raymond James Financial increased its Privia Health (PRVA) stake by 142% in Q1 2026, buying an estimated $399K and bringing the position to 30,198 shares worth $621K. The position accounts for ﹤0.01% of the portfolio, ranked #4205.

Raymond James Financial first reported a position in PRVA in Q2 2025 and has held it in 3 quarters since. 293 funds tracked by Wall St. Rank hold PRVA as of Q1 2026.

  • Raymond James Financial held 30,198 shares of Privia Health worth $621K as of Q1 2026.
  • Raymond James Financial bought 17,698 Privia Health shares in Q1 2026, an estimated $399K.
  • Privia Health made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4205 holding.
  • Raymond James Financial first reported a position in Privia Health in Q2 2025 and has held it in 3 quarters since.
  • 293 funds tracked by Wall St. Rank held Privia Health as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.