Stifel Financial
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Stifel Financial’s Privia Health PRVA Stock Holding History

Stifel 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 		$3.49M Sell
135,521
-23,475
-15% -$544K ﹤0.01% 1649
2026
Q1 		$3.27M Sell
158,996
-11,625
-7% -$262K ﹤0.01% 1618
2025
Q4 		$4.05M Buy
170,621
+49,947
+41% +$1.22M ﹤0.01% 1451
2025
Q3 		$3M Sell
120,674
-3,554
-3% -$76.5K ﹤0.01% 1604
2025
Q2 		$2.86M Sell
124,228
-6,345
-5% -$147K ﹤0.01% 1589
2025
Q1 		$2.93M Buy
130,573
+207
+0.2% +$4.81K ﹤0.01% 1488
2024
Q4 		$2.55M Sell
130,366
-1,678
-1% -$33.3K ﹤0.01% 1614
2024
Q3 		$2.4M Sell
132,044
-3,685
-3% -$70.3K ﹤0.01% 1662
2024
Q2 		$2.36M Sell
135,729
-4,380
-3% -$77.6K ﹤0.01% 1610
2024
Q1 		$2.74M Buy
140,109
+1,542
+1% +$32.6K ﹤0.01% 1508
2023
Q4 		$3.19M Buy
138,567
+49,357
+55% +$1.1M ﹤0.01% 1357
2023
Q3 		$2.05M Sell
89,210
-169
-0.2% -$4.3K ﹤0.01% 1582
2023
Q2 		$2.33M Buy
+89,379
New +$2.36M ﹤0.01% 1513

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

Stifel Financial's PRVA Position: Q2 2026 in Review

Stifel Financial reduced its Privia Health (PRVA) stake by 15% in Q2 2026, selling an estimated $544K and leaving 135,521 shares worth $3.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1649.

Stifel Financial first reported a position in PRVA in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.05M in Q4 2025. 301 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

  • Stifel Financial held 135,521 shares of Privia Health worth $3.49M as of Q2 2026.
  • Stifel Financial sold 23,475 Privia Health shares in Q2 2026, an estimated $544K.
  • Privia Health made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1649 holding.
  • Stifel Financial first reported a position in Privia Health in Q2 2023 and has held it in 13 quarters since.
  • Stifel Financial's Privia Health position peaked at $4.05M in Q4 2025.
  • 301 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.