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 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

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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 New York $1.21T AUM 78.12% 1-Year Est. Return

Amalgamated Bank's DAVE Position: Q2 2026 in Review

Amalgamated Bank opened a new position in Dave Inc (DAVE) in Q2 2026: 2,784 shares worth $1.04M. The stake represents 0.01% of the portfolio and ranks #1092 among its holdings. This is a return to the name: Amalgamated Bank previously reported a position in DAVE as recently as Q4 2025.

Amalgamated Bank first reported a position in DAVE in Q2 2024 and has held it in 8 quarters since. 348 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

Amalgamated Bank held 2,784 shares of Dave Inc worth $1.04M as of Q2 2026.
Dave Inc was a new Amalgamated Bank position in Q2 2026.
Dave Inc made up 0.01% of Amalgamated Bank's portfolio in Q2 2026, its #1092 holding.
Amalgamated Bank first reported a position in Dave Inc in Q2 2024 and has held it in 8 quarters since.
348 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.