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BFC Planning, Inc.’s DaVita DVA Stock Holding History

BFC Planning, Inc.’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 		$13.3K Hold
60
– – ﹤0.01% 2218
2026
Q1 		$9.22K Hold
60
– – ﹤0.01% 2081
2025
Q4 		$6.82K Hold
60
– – ﹤0.01% 2232
2025
Q3 		$7.97K Hold
60
– – ﹤0.01% 2016
2025
Q2 		$8.55K Hold
60
– – ﹤0.01% 1878
2025
Q1 		$9.18K Sell
60
-320
-84% -$50.3K ﹤0.01% 1804
2024
Q4 		$56.8K Buy
+380
New +$59.6K ﹤0.01% 1054

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 $3.38T AUM 44.17% 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 40.06% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

BFC Planning, Inc.'s DVA Position: Q2 2026 in Review

BFC Planning, Inc. held its DaVita (DVA) position steady in Q2 2026 at 60 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2218.

BFC Planning, Inc. first reported a position in DVA in Q4 2024 and has held it in 7 quarters since. The position peaked at $56.8K in Q4 2024. 633 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • BFC Planning, Inc. held 60 shares of DaVita worth $13.3K as of Q2 2026.
  • BFC Planning, Inc. left its DaVita share count unchanged in Q2 2026.
  • DaVita made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2218 holding.
  • BFC Planning, Inc. first reported a position in DaVita in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s DaVita position peaked at $56.8K in Q4 2024.
  • 633 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.