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 Q2	$77.2K	Sell	347 -1	-0.3%	-$182	0.01%	853
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 $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Parkside Financial Bank & Trust's DVA Position: Q2 2026 in Review

Parkside Financial Bank & Trust reduced its DaVita (DVA) stake by 0.29% in Q2 2026, selling an estimated $182 and leaving 347 shares worth $77.2K. The position accounts for 0.01% of the portfolio, ranked #853.

Parkside Financial Bank & Trust first reported a position in DVA in Q3 2015 and has held it in 44 quarters since. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

Parkside Financial Bank & Trust held 347 shares of DaVita worth $77.2K as of Q2 2026.
Parkside Financial Bank & Trust sold 1 DaVita share in Q2 2026, an estimated $182.
DaVita made up 0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #853 holding.
Parkside Financial Bank & Trust first reported a position in DaVita in Q3 2015 and has held it in 44 quarters since.
631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.