Advisory Solutions Group’s Dave Inc DAVE Stock Holding History

Advisory Solutions Group’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 Q3	$402K	Buy	+1,250	New	+$463K	0.09%	190

Other funds holding DAVE

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Advisory Solutions Group's DAVE Position: Q3 2026 in Review

Advisory Solutions Group opened a new position in Dave Inc (DAVE) in Q3 2026: 1,250 shares worth $402K. The stake represents 0.09% of the portfolio and ranks #190 among its holdings.

29 funds tracked by Wall St. Rank hold DAVE as of Q3 2026.

Advisory Solutions Group held 1,250 shares of Dave Inc worth $402K as of Q3 2026.
Dave Inc was a new Advisory Solutions Group position in Q3 2026.
Dave Inc made up 0.09% of Advisory Solutions Group's portfolio in Q3 2026, its #190 holding.
29 funds tracked by Wall St. Rank held Dave Inc as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.