SI
PRVA icon

Stephens Inc’s Privia Health PRVA Stock Holding History

Stephens Inc’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 		– Sell
-13,828
Closed -$284K – 1381
2026
Q1 		$284K Buy
13,828
+18
+0.1% +$406 ﹤0.01% 1062
2025
Q4 		$327K Buy
13,810
+449
+3% +$10.9K ﹤0.01% 1002
2025
Q3 		$333K Hold
13,361
– – ﹤0.01% 998
2025
Q2 		$307K Sell
13,361
-2
-0% -$46 ﹤0.01% 1000
2025
Q1 		$300K Buy
+13,363
New +$310K ﹤0.01% 991

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

Stephens Inc's PRVA Position: Q2 2026 in Review

Stephens Inc sold out of Privia Health (PRVA) in Q2 2026, closing a stake of 13,828 shares — an estimated $284K sold.

Stephens Inc first reported a position in PRVA in Q1 2025 and held it in 5 quarters. The position peaked at $333K in Q3 2025. 301 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

  • Stephens Inc reported no remaining Privia Health position as of Q2 2026 after selling out during the quarter.
  • Stephens Inc sold 13,828 Privia Health shares in Q2 2026, an estimated $284K.
  • Stephens Inc first reported a position in Privia Health in Q1 2025 and held it in 5 quarters.
  • Stephens Inc's Privia Health position peaked at $333K in Q3 2025.
  • 301 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.