Bank of Montreal
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Bank of Montreal’s DaVita DVA Stock Holding History

Bank of Montreal’s Portfolio DVA Stock Details DVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-162,100
Closed -$17.2M – 3970
2023
Q4 		$17.2M Buy
+162,100
New +$15M 0.01% 846

Other funds holding DVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal's DVA Position: Q2 2026 in Review

Bank of Montreal increased its DaVita (DVA) stake by 33% in Q2 2026, buying an estimated $2.33M and bringing the position to 51,152 shares worth $11.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

Bank of Montreal first reported a position in DVA in Q2 2013 and has held it in 53 quarters since. The position peaked at $106M in Q3 2021. 450 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Bank of Montreal held 51,152 shares of DaVita worth $11.4M as of Q2 2026.
  • Bank of Montreal bought 12,801 DaVita shares in Q2 2026, an estimated $2.33M.
  • DaVita made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1109 holding.
  • Bank of Montreal first reported a position in DaVita in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's DaVita position peaked at $106M in Q3 2021.
  • 450 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.