SFA
PRVA icon

Sequoia Financial Advisors’s Privia Health PRVA Stock Holding History

Sequoia Financial Advisors’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
2025
Q4 		– Sell
-9,861
Closed -$246K – 1979
2025
Q3 		$246K Sell
9,861
-11,120
-53% -$239K ﹤0.01% 1509
2025
Q2 		$483K Sell
20,981
-4,554
-18% -$105K ﹤0.01% 1014
2025
Q1 		$573K Sell
25,535
-806
-3% -$18.7K ﹤0.01% 809
2024
Q4 		$515K Buy
26,341
+95
+0.4% +$1.88K 0.01% 793
2024
Q3 		$478K Buy
26,246
+583
+2% +$11.1K 0.01% 765
2024
Q2 		$446K Sell
25,663
-1,716
-6% -$30.4K 0.01% 738
2024
Q1 		$536K Sell
27,379
-513
-2% -$10.8K 0.01% 664
2023
Q4 		$642K Sell
27,892
-2,675
-9% -$59.9K 0.01% 662
2023
Q3 		$703K Buy
30,567
+99
+0.3% +$2.52K 0.01% 419
2023
Q2 		$796K Buy
30,468
+3,109
+11% +$82.1K 0.01% 396
2023
Q1 		$755K Hold
27,359
– – 0.02% 367
2022
Q4 		$621K Hold
27,359
– – 0.02% 382
2022
Q3 		$932K Hold
27,359
– – 0.03% 221
2022
Q2 		$797K Buy
+27,359
New +$696K 0.02% 252

Other funds holding PRVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RF
Rubicon Founders Nashville, Tennessee $196M AUM 53.12% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sequoia Financial Advisors's PRVA Position: Q4 2025 in Review

Sequoia Financial Advisors sold out of Privia Health (PRVA) in Q4 2025, closing a stake of 9,861 shares — an estimated $246K sold.

Sequoia Financial Advisors first reported a position in PRVA in Q2 2022 and held it in 14 quarters. The position peaked at $932K in Q3 2022. 276 funds tracked by Wall St. Rank hold PRVA as of Q4 2025.

  • Sequoia Financial Advisors reported no remaining Privia Health position as of Q4 2025 after selling out during the quarter.
  • Sequoia Financial Advisors sold 9,861 Privia Health shares in Q4 2025, an estimated $246K.
  • Sequoia Financial Advisors first reported a position in Privia Health in Q2 2022 and held it in 14 quarters.
  • Sequoia Financial Advisors's Privia Health position peaked at $932K in Q3 2022.
  • 276 funds tracked by Wall St. Rank held Privia Health as of Q4 2025.

Based on Sequoia Financial Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.