Amalgamated Bank’s Dave Inc DAVE Stock Holding History

Amalgamated Bank’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	$841K	Sell	2,616 -168	-6%	-$62.3K	0.01%	1140
2026 Q2	$1.04M	Buy	+2,784	New	+$724K	0.01%	1092
2026 Q1	–	Sell	-326	Closed	-$72K	–	1934
2025 Q4	$72K	Buy	326 +55	+20%	+$11.8K	﹤0.01%	1749
2025 Q3	$54K	Hold	271	–	–	﹤0.01%	1820
2025 Q2	$73K	Hold	271	–	–	﹤0.01%	1756
2025 Q1	$22K	Buy	271 +1	+0.4%	+$94	﹤0.01%	2021
2024 Q4	$23K	Hold	270	–	–	﹤0.01%	2063
2024 Q3	$11K	Hold	270	–	–	﹤0.01%	2391
2024 Q2	$8K	Buy	+270	New	+$11K	﹤0.01%	2544

Other funds holding DAVE

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

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Oak Ridge Investments Chicago, Illinois $1.68B AUM 48.52% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

Amalgamated Bank's DAVE Position: Q3 2026 in Review

Amalgamated Bank reduced its Dave Inc (DAVE) stake by 6% in Q3 2026, selling an estimated $62.3K and leaving 2,616 shares worth $841K. The position accounts for 0.01% of the portfolio, ranked #1140.

Amalgamated Bank first reported a position in DAVE in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.04M in Q2 2026. 71 funds tracked by Wall St. Rank hold DAVE as of Q3 2026.

Amalgamated Bank held 2,616 shares of Dave Inc worth $841K as of Q3 2026.
Amalgamated Bank sold 168 Dave Inc shares in Q3 2026, an estimated $62.3K.
Dave Inc made up 0.01% of Amalgamated Bank's portfolio in Q3 2026, its #1140 holding.
Amalgamated Bank first reported a position in Dave Inc in Q2 2024 and has held it in 9 quarters since.
Amalgamated Bank's Dave Inc position peaked at $1.04M in Q2 2026.
71 funds tracked by Wall St. Rank held Dave Inc as of Q3 2026.

Based on Amalgamated Bank's 13F filing for Q3 2026, filed 23 Oct 2026.