Raymond James Financial
PRVA icon

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
Q2 		$769K Sell
29,876
-322
-1% -$7.46K ﹤0.01% 4185
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 $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
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

Raymond James Financial's PRVA Position: Q2 2026 in Review

Raymond James Financial reduced its Privia Health (PRVA) stake by 1.1% in Q2 2026, selling an estimated $7.46K and leaving 29,876 shares worth $769K. The position accounts for ﹤0.01% of the portfolio, ranked #4185.

Raymond James Financial first reported a position in PRVA in Q2 2025 and has held it in 4 quarters since. 302 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

  • Raymond James Financial held 29,876 shares of Privia Health worth $769K as of Q2 2026.
  • Raymond James Financial sold 322 Privia Health shares in Q2 2026, an estimated $7.46K.
  • Privia Health made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4185 holding.
  • Raymond James Financial first reported a position in Privia Health in Q2 2025 and has held it in 4 quarters since.
  • 302 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

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