TD Private Client Wealth’s Privia Health PRVA Stock Holding History

TD Private Client Wealth’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 Q3	$1.28K	Buy	+65	New	+$1.48K	﹤0.01%	1464
2024 Q1	–	Sell	-158	Closed	-$3.64K	–	1253
2023 Q4	$3.64K	Buy	158 +71	+82%	+$1.59K	﹤0.01%	1131
2023 Q3	$2K	Hold	87	–	–	﹤0.01%	1152
2023 Q2	$2.27K	Buy	+87	New	+$2.3K	﹤0.01%	1161

Other funds holding PRVA

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $701M AUM 9.88% 1-Year Est. Return

Summit Global Investments Bountiful, Utah $2.02B AUM 17.87% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

TD Private Client Wealth's PRVA Position: Q3 2026 in Review

TD Private Client Wealth opened a new position in Privia Health (PRVA) in Q3 2026: 65 shares worth $1.28K. The stake represents ﹤0.01% of the portfolio and ranks #1464 among its holdings. This is a return to the name: TD Private Client Wealth previously reported a position in PRVA as recently as Q4 2023.

TD Private Client Wealth first reported a position in PRVA in Q2 2023 and has held it in 4 quarters since. The position peaked at $3.64K in Q4 2023. 65 funds tracked by Wall St. Rank hold PRVA as of Q3 2026.

TD Private Client Wealth held 65 shares of Privia Health worth $1.28K as of Q3 2026.
Privia Health was a new TD Private Client Wealth position in Q3 2026.
Privia Health made up ﹤0.01% of TD Private Client Wealth's portfolio in Q3 2026, its #1464 holding.
TD Private Client Wealth first reported a position in Privia Health in Q2 2023 and has held it in 4 quarters since.
TD Private Client Wealth's Privia Health position peaked at $3.64K in Q4 2023.
65 funds tracked by Wall St. Rank held Privia Health as of Q3 2026.

Based on TD Private Client Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.