Parkside Financial Bank & Trust’s DaVita DVA Stock Holding History

Parkside Financial Bank & Trust’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	$53.5K	Sell	348 -30	-8%	-$4.07K	﹤0.01%	927
2025 Q4	$42.9K	Sell	378 -30	-7%	-$3.65K	﹤0.01%	1022
2025 Q3	$54.2K	Sell	408 -3	-0.7%	-$412	﹤0.01%	905
2025 Q2	$58.5K	Buy	411 +4	+1%	+$567	0.01%	849
2025 Q1	$62.3K	Sell	407 -1	-0.2%	-$157	0.01%	757
2024 Q4	$61K	Buy	408 +1	+0.2%	+$157	0.01%	734
2024 Q3	$66.7K	Sell	407 -2	-0.5%	-$295	0.01%	671
2024 Q2	$56.7K	Sell	409 -3	-0.7%	-$413	0.01%	697
2024 Q1	$56.9K	Sell	412 -21	-5%	-$2.52K	0.01%	697
2023 Q4	$45.4K	Buy	433 +14	+3%	+$1.29K	0.01%	721
2023 Q3	$39.6K	Hold	419	–	–	0.01%	697
2023 Q2	$42.1K	Buy	419 +74	+21%	+$6.87K	0.01%	670
2023 Q1	$28K	Buy	345 +23	+7%	+$1.84K	0.01%	776
2022 Q4	$24K	Sell	322 -186	-37%	-$14.4K	0.01%	794
2022 Q3	$42K	Buy	508 +302	+147%	+$26.5K	0.01%	571
2022 Q2	$17K	Sell	206 -107	-34%	-$10.8K	0.01%	851
2022 Q1	$35K	Buy	313 +147	+89%	+$16.5K	0.01%	657
2021 Q4	$19K	Hold	166	–	–	﹤0.01%	827
2021 Q3	$19K	Sell	166 -3	-2%	-$376	0.01%	794
2021 Q2	$20K	Hold	169	–	–	0.01%	778
2021 Q1	$18K	Hold	169	–	–	0.01%	787
2020 Q4	$20K	Sell	169 -8	-5%	-$815	0.01%	718
2020 Q3	$15K	Sell	177 -15	-8%	-$1.28K	0.01%	728
2020 Q2	$15K	Buy	192 +73	+61%	+$5.7K	﹤0.01%	719
2020 Q1	$9K	Hold	119	–	–	﹤0.01%	743
2019 Q4	$9K	Buy	119 +15	+14%	+$995	﹤0.01%	814
2019 Q3	$6K	Hold	104	–	–	﹤0.01%	876
2019 Q2	$6K	Sell	104 -63	-38%	-$3.26K	﹤0.01%	904
2019 Q1	$9K	Buy	167 +72	+76%	+$3.98K	﹤0.01%	806
2018 Q4	$5K	Buy	95 +6	+7%	+$384	﹤0.01%	894
2018 Q3	$7K	Sell	89 -1	-1%	-$71	﹤0.01%	833
2018 Q2	$6K	Sell	90 -7	-7%	-$468	﹤0.01%	831
2018 Q1	$7K	Hold	97	–	–	﹤0.01%	789
2017 Q4	$7K	Buy	97 +27	+39%	+$1.66K	﹤0.01%	797
2017 Q3	$4K	Sell	70 -27	-28%	-$1.63K	﹤0.01%	873
2017 Q2	$6K	Buy	97 +6	+7%	+$397	﹤0.01%	828
2017 Q1	$6K	Hold	91	–	–	﹤0.01%	787
2016 Q4	$6K	Buy	91 +28	+44%	+$1.74K	﹤0.01%	786
2016 Q3	$4K	Buy	63 +14	+29%	+$986	﹤0.01%	877
2016 Q2	$4K	Hold	49	–	–	﹤0.01%	832
2016 Q1	$4K	Buy	49 +21	+75%	+$1.42K	﹤0.01%	805
2015 Q4	$2K	Hold	28	–	–	﹤0.01%	900
2015 Q3	$2K	Buy	+28	New	+$2.17K	﹤0.01%	908

Other funds holding DVA

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

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Parkside Financial Bank & Trust's DVA Position: Q1 2026 in Review

Parkside Financial Bank & Trust reduced its DaVita (DVA) stake by 7.9% in Q1 2026, selling an estimated $4.07K and leaving 348 shares worth $53.5K. The position accounts for ﹤0.01% of the portfolio, ranked #927.

Parkside Financial Bank & Trust first reported a position in DVA in Q3 2015 and has held it in 43 quarters since. The position peaked at $66.7K in Q3 2024. 583 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

Parkside Financial Bank & Trust held 348 shares of DaVita worth $53.5K as of Q1 2026.
Parkside Financial Bank & Trust sold 30 DaVita shares in Q1 2026, an estimated $4.07K.
DaVita made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #927 holding.
Parkside Financial Bank & Trust first reported a position in DaVita in Q3 2015 and has held it in 43 quarters since.
Parkside Financial Bank & Trust's DaVita position peaked at $66.7K in Q3 2024.
583 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.