Stifel Financial
PRVA icon

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
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 $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 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 $544B AUM 28.31% 1-Year Est. Return