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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
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

HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
BlackRock
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Allworth Financial's DAVE Position: Q1 2026 in Review

Allworth Financial increased its Dave Inc (DAVE) stake by 936% in Q1 2026, buying an estimated $20K and bringing the position to 114 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3010.

Allworth Financial first reported a position in DAVE in Q1 2025 and has held it in 5 quarters since. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

  • Allworth Financial held 114 shares of Dave Inc worth $19.8K as of Q1 2026.
  • Allworth Financial bought 103 Dave Inc shares in Q1 2026, an estimated $20K.
  • Dave Inc made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3010 holding.
  • Allworth Financial first reported a position in Dave Inc in Q1 2025 and has held it in 5 quarters since.
  • 272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.