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DAVE icon

Allworth Financial’s Dave Inc DAVE Stock Holding History

Allworth Financial’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
Q2 		$53.3K Buy
143
+29
+25% +$7.54K ﹤0.01% 2419
2026
Q1 		$19.8K Buy
114
+103
+936% +$20K ﹤0.01% 3010
2025
Q4 		$2.44K Hold
11
– – ﹤0.01% 4045
2025
Q3 		$2.19K Sell
11
-7
-39% -$1.51K ﹤0.01% 3960
2025
Q2 		$4.83K Buy
18
+13
+260% +$2.05K ﹤0.01% 3279
2025
Q1 		$450 Buy
+5
New +$469 ﹤0.01% 3710

Other funds holding DAVE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Allworth Financial's DAVE Position: Q2 2026 in Review

Allworth Financial increased its Dave Inc (DAVE) stake by 25% in Q2 2026, buying an estimated $7.54K and bringing the position to 143 shares worth $53.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2419.

Allworth Financial first reported a position in DAVE in Q1 2025 and has held it in 6 quarters since. 348 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • Allworth Financial held 143 shares of Dave Inc worth $53.3K as of Q2 2026.
  • Allworth Financial bought 29 Dave Inc shares in Q2 2026, an estimated $7.54K.
  • Dave Inc made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2419 holding.
  • Allworth Financial first reported a position in Dave Inc in Q1 2025 and has held it in 6 quarters since.
  • 348 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.