Atlas Capital Advisors’s Dave Inc DAVE Stock Holding History

Atlas Capital Advisors’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	$66K	Hold	379	–	–	0.01%	601
2025 Q4	$83.9K	Buy	+379	New	+$81.5K	0.01%	561
2025 Q2	$102K	Hold	379	–	–	0.01%	534
2025 Q1	$31.3K	Hold	379	–	–	﹤0.01%	686
2024 Q4	$32.9K	Hold	379	–	–	﹤0.01%	665
2024 Q3	$15.1K	Hold	379	–	–	﹤0.01%	697
2024 Q2	$11.5K	Hold	379	–	–	﹤0.01%	726
2024 Q1	$14.1K	Hold	379	–	–	﹤0.01%	692
2023 Q4	$3.18K	Buy	+379	New	+$2.37K	﹤0.01%	809

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

Atlas Capital Advisors's DAVE Position: Q1 2026 in Review

Atlas Capital Advisors held its Dave Inc (DAVE) position steady in Q1 2026 at 379 shares worth $66K. The position accounts for 0.01% of the portfolio, ranked #601.

Atlas Capital Advisors first reported a position in DAVE in Q4 2023 and has held it in 9 quarters since. The position peaked at $102K in Q2 2025. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

Atlas Capital Advisors held 379 shares of Dave Inc worth $66K as of Q1 2026.
Atlas Capital Advisors left its Dave Inc share count unchanged in Q1 2026.
Dave Inc made up 0.01% of Atlas Capital Advisors's portfolio in Q1 2026, its #601 holding.
Atlas Capital Advisors first reported a position in Dave Inc in Q4 2023 and has held it in 9 quarters since.
Atlas Capital Advisors's Dave Inc position peaked at $102K in Q2 2025.
272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.