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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
Q2 		$141K Sell
378
-1
-0.3% -$260 0.02% 543
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

BlackRock
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Atlas Capital Advisors's DAVE Position: Q2 2026 in Review

Atlas Capital Advisors reduced its Dave Inc (DAVE) stake by 0.26% in Q2 2026, selling an estimated $260 and leaving 378 shares worth $141K. The position accounts for 0.02% of the portfolio, ranked #543.

Atlas Capital Advisors first reported a position in DAVE in Q4 2023 and has held it in 10 quarters since. 347 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • Atlas Capital Advisors held 378 shares of Dave Inc worth $141K as of Q2 2026.
  • Atlas Capital Advisors sold 1 Dave Inc share in Q2 2026, an estimated $260.
  • Dave Inc made up 0.02% of Atlas Capital Advisors's portfolio in Q2 2026, its #543 holding.
  • Atlas Capital Advisors first reported a position in Dave Inc in Q4 2023 and has held it in 10 quarters since.
  • 347 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.