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Jefferies Financial Group’s DaVita DVA Stock Holding History

Jefferies 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
2023
Q4 		– Sell
-20,000
Closed -$1.89M – 1768
2023
Q3 		$1.89M Buy
+20,000
New +$2.04M 0.02% 641
2023
Q1 		– Sell
-74,900
Closed -$5.59M – 1710
2022
Q4 		$5.59M Buy
+74,900
New +$5.82M 0.04% 378

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

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

Jefferies Financial Group reduced its DaVita (DVA) stake by 91% in Q2 2026, selling an estimated $5.83M and leaving 3,090 shares worth $687K. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

Jefferies Financial Group first reported a position in DVA in Q1 2017 and has held it in 13 quarters since. The position peaked at $26.2M in Q4 2024. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Jefferies Financial Group held 3,090 shares of DaVita worth $687K as of Q2 2026.
  • Jefferies Financial Group sold 32,075 DaVita shares in Q2 2026, an estimated $5.83M.
  • DaVita made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1139 holding.
  • Jefferies Financial Group first reported a position in DaVita in Q1 2017 and has held it in 13 quarters since.
  • Jefferies Financial Group's DaVita position peaked at $26.2M in Q4 2024.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.