Cullen/Frost Bankers’s DaVita DVA Stock Holding History

Cullen/Frost Bankers’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 Q1	$407K	Sell	2,650 -9	-0.3%	-$1.22K	﹤0.01%	452
2025 Q4	$302K	Buy	2,659 +9	+0.3%	+$1.09K	﹤0.01%	495
2025 Q3	$352K	Sell	2,650 -400	-13%	-$54.9K	﹤0.01%	450
2025 Q2	$434K	Hold	3,050	–	–	0.01%	433
2025 Q1	$467K	Hold	3,050	–	–	0.01%	406
2024 Q4	$456K	Hold	3,050	–	–	0.01%	399
2024 Q3	$500K	Hold	3,050	–	–	0.01%	387
2024 Q2	$423K	Hold	3,050	–	–	0.01%	401
2024 Q1	$421K	Hold	3,050	–	–	0.01%	389
2023 Q4	$320K	Hold	3,050	–	–	0.01%	426
2023 Q3	$288K	Buy	3,050 +400	+15%	+$40.8K	0.01%	451
2023 Q2	$266K	Buy	2,650 +2,000	+308%	+$186K	﹤0.01%	474
2023 Q1	$52.7K	Hold	650	–	–	﹤0.01%	708
2022 Q4	$48.5K	Buy	+650	New	+$50.5K	﹤0.01%	706
2022 Q1	–	Sell	-650	Closed	-$74K	–	1182
2021 Q4	$74K	Buy	+650	New	+$69.9K	﹤0.01%	673
2021 Q2	–	Sell	-600	Closed	-$65K	–	1208
2021 Q1	$65K	Hold	600	–	–	﹤0.01%	681
2020 Q4	$70K	Hold	600	–	–	﹤0.01%	640
2020 Q3	$51K	Sell	600 -650	-52%	-$55.5K	﹤0.01%	667
2020 Q2	$99K	Buy	+1,250	New	+$97.6K	﹤0.01%	538
2019 Q2	–	Sell	-7	Closed	–	–	1045
2019 Q1	$0	Buy	+7	New	+$387	﹤0.01%	935

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cullen/Frost Bankers's DVA Position: Q1 2026 in Review

Cullen/Frost Bankers reduced its DaVita (DVA) stake by 0.34% in Q1 2026, selling an estimated $1.22K and leaving 2,650 shares worth $407K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

Cullen/Frost Bankers first reported a position in DVA in Q1 2019 and has held it in 20 quarters since. The position peaked at $500K in Q3 2024. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

Cullen/Frost Bankers held 2,650 shares of DaVita worth $407K as of Q1 2026.
Cullen/Frost Bankers sold 9 DaVita shares in Q1 2026, an estimated $1.22K.
DaVita made up ﹤0.01% of Cullen/Frost Bankers's portfolio in Q1 2026, its #452 holding.
Cullen/Frost Bankers first reported a position in DaVita in Q1 2019 and has held it in 20 quarters since.
Cullen/Frost Bankers's DaVita position peaked at $500K in Q3 2024.
582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Cullen/Frost Bankers's 13F filing for Q1 2026, filed 5 May 2026.