Advisory Services Network’s Dave Inc DAVE Stock Holding History

Advisory Services Network’s Portfolio DAVE Stock Details DAVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$263K	Buy	+1,511	New	+$293K	﹤0.01%	1658
2025 Q4	–	Sell	-18	Closed	-$3.59K	–	2379
2025 Q3	$3.59K	Buy	+18	New	+$3.89K	﹤0.01%	3638

Other funds holding DAVE

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisory Services Network's DAVE Position: Q1 2026 in Review

Advisory Services Network opened a new position in Dave Inc (DAVE) in Q1 2026: 1,511 shares worth $263K. The stake represents ﹤0.01% of the portfolio and ranks #1658 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in DAVE as recently as Q3 2025.

Advisory Services Network first reported a position in DAVE in Q3 2025 and has held it in 2 quarters since. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

Advisory Services Network held 1,511 shares of Dave Inc worth $263K as of Q1 2026.
Dave Inc was a new Advisory Services Network position in Q1 2026.
Dave Inc made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #1658 holding.
Advisory Services Network first reported a position in Dave Inc in Q3 2025 and has held it in 2 quarters since.
272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.