BFSG LLC
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BFSG LLC’s DaVita DVA Stock Holding History

BFSG LLC’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
2026
Q3 		$525 Buy
+3
New +$602 ﹤0.01% 884

Other funds holding DVA

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Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Inlet Private Wealth
Inlet Private Wealth Jupiter, Florida $413M AUM 26.33% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Stolper & Co
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

BFSG LLC's DVA Position: Q3 2026 in Review

BFSG LLC opened a new position in DaVita (DVA) in Q3 2026: 3 shares worth $525. The stake represents ﹤0.01% of the portfolio and ranks #884 among its holdings.

186 funds tracked by Wall St. Rank hold DVA as of Q3 2026.

  • BFSG LLC held 3 shares of DaVita worth $525 as of Q3 2026.
  • DaVita was a new BFSG LLC position in Q3 2026.
  • DaVita made up ﹤0.01% of BFSG LLC's portfolio in Q3 2026, its #884 holding.
  • 186 funds tracked by Wall St. Rank held DaVita as of Q3 2026.

Based on BFSG LLC's 13F filing for Q3 2026, filed 30 Oct 2026.