Ameriprise’s Dave Inc DAVE Stock Holding History

Ameriprise’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	$3.65M	Buy	20,976 +4,118	+24%	+$800K	﹤0.01%	2637
2025 Q4	$3.73M	Sell	16,858 -192,150	-92%	-$41.3M	﹤0.01%	2639
2025 Q3	$41.7M	Buy	209,008 +186,273	+819%	+$40.2M	0.01%	994
2025 Q2	$6.1M	Sell	22,735 -12,097	-35%	-$1.91M	﹤0.01%	2215
2025 Q1	$2.88M	Buy	34,832 +10,228	+42%	+$959K	﹤0.01%	2691
2024 Q4	$2.14M	Sell	24,604 -4,799	-16%	-$322K	﹤0.01%	2887
2024 Q3	$1.17M	Hold	29,403	–	–	﹤0.01%	3151
2024 Q2	$891K	Sell	29,403 -16,998	-37%	-$690K	﹤0.01%	3195
2024 Q1	$1.72M	Buy	+46,401	New	+$1.07M	﹤0.01%	2945

Other funds holding DAVE

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise's DAVE Position: Q1 2026 in Review

Ameriprise increased its Dave Inc (DAVE) stake by 24% in Q1 2026, buying an estimated $800K and bringing the position to 20,976 shares worth $3.65M. The position accounts for ﹤0.01% of the portfolio, ranked #2637.

Ameriprise first reported a position in DAVE in Q1 2024 and has held it in 9 quarters since. The position peaked at $41.7M in Q3 2025. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

Ameriprise held 20,976 shares of Dave Inc worth $3.65M as of Q1 2026.
Ameriprise bought 4,118 Dave Inc shares in Q1 2026, an estimated $800K.
Dave Inc made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #2637 holding.
Ameriprise first reported a position in Dave Inc in Q1 2024 and has held it in 9 quarters since.
Ameriprise's Dave Inc position peaked at $41.7M in Q3 2025.
272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

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