Position in DVA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$231,601
-$291,824 QoQ
Shares Held
1,041
-70.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#446
of 625 holders
Holding Since
Sep 2023
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DVA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Bryn Mawr Trust Advisors, LLC holds $703,757 across 2 Medical Care Facilities names. DVA ranks #2 (32.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
1,211 | $472,156 | |
| 2 | DVA |
Davita Inc.
This page
|
1,041 | $231,601 |
All Filings in DVA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,601 | 1,041 | Shares | Sole | 2026-08-03 | |
| 2024-12-31 | $523,425 | 3,500 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $573,755 | 3,500 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $484,995 | 3,500 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $483,175 | 3,500 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $366,660 | 3,500 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $274,137 | 2,900 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||