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Citizens Financial Group’s DaVita DVA Stock Holding History

Citizens Financial Group’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
Q2 		$344K Buy
+1,548
New +$281K ﹤0.01% 795
2020
Q3 		– Sell
-96
Closed -$8K – 424
2020
Q2 		$8K Hold
96
– – ﹤0.01% 801
2020
Q1 		$7K Hold
96
– – ﹤0.01% 809
2019
Q4 		$7K Buy
+96
New +$6.37K ﹤0.01% 809
2019
Q2 		– Sell
-43
Closed -$2K – 821
2019
Q1 		$2K Buy
+43
New +$2.38K ﹤0.01% 676
2018
Q2 		– Sell
-110
Closed -$7K – 511
2018
Q1 		$7K Sell
110
-110
-50% -$8.08K ﹤0.01% 393
2017
Q4 		$16K Sell
220
-220
-50% -$13.5K ﹤0.01% 393
2017
Q3 		$26K Sell
440
-507
-54% -$30.5K ﹤0.01% 367
2017
Q2 		$61K Sell
947
-200
-17% -$13.2K 0.01% 316
2017
Q1 		$78K Sell
1,147
-675
-37% -$44.7K 0.01% 311
2016
Q4 		$117K Sell
1,822
-1,700
-48% -$106K 0.01% 276
2016
Q3 		$233K Sell
3,522
-430
-11% -$30.3K 0.02% 218
2016
Q2 		$305K Sell
3,952
-4,487
-53% -$339K 0.03% 200
2016
Q1 		$620K Sell
8,439
-86,268
-91% -$5.83M 0.06% 151
2015
Q4 		$6.67M Buy
+94,707
New +$6.94M 0.63% 64

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Citizens Financial Group's DVA Position: Q2 2026 in Review

Citizens Financial Group opened a new position in DaVita (DVA) in Q2 2026: 1,548 shares worth $344K. The stake represents ﹤0.01% of the portfolio and ranks #795 among its holdings. This is a return to the name: Citizens Financial Group previously reported a position in DVA as recently as Q2 2020.

Citizens Financial Group first reported a position in DVA in Q4 2015 and has held it in 15 quarters since. The position peaked at $6.67M in Q4 2015. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Citizens Financial Group held 1,548 shares of DaVita worth $344K as of Q2 2026.
  • DaVita was a new Citizens Financial Group position in Q2 2026.
  • DaVita made up ﹤0.01% of Citizens Financial Group's portfolio in Q2 2026, its #795 holding.
  • Citizens Financial Group first reported a position in DaVita in Q4 2015 and has held it in 15 quarters since.
  • Citizens Financial Group's DaVita position peaked at $6.67M in Q4 2015.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.