AB
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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
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

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

Amalgamated Bank's DAVE Position: Q1 2026 in Review

Amalgamated Bank sold out of Dave Inc (DAVE) in Q1 2026, closing a stake of 326 shares — an estimated $72K sold.

Amalgamated Bank first reported a position in DAVE in Q2 2024 and held it in 7 quarters. The position peaked at $73K in Q2 2025. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

  • Amalgamated Bank reported no remaining Dave Inc position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 326 Dave Inc shares in Q1 2026, an estimated $72K.
  • Amalgamated Bank first reported a position in Dave Inc in Q2 2024 and held it in 7 quarters.
  • Amalgamated Bank's Dave Inc position peaked at $73K in Q2 2025.
  • 272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.