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Axim Planning & Wealth’s Dave Inc DAVE Stock Holding History

Axim Planning & Wealth’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
2025
Q2 		– Sell
-2,708
Closed -$224K – 75
2025
Q1 		$224K Buy
+2,708
New +$254K 0.2% 33

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
NA
NVP Associates Menlo Park, California $176M AUM 208.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Axim Planning & Wealth's DAVE Position: Q2 2025 in Review

Axim Planning & Wealth sold out of Dave Inc (DAVE) in Q2 2025, closing a stake of 2,708 shares — an estimated $224K sold.

Axim Planning & Wealth first reported a position in DAVE in Q1 2025 and held it in 1 quarter. The position peaked at $224K in Q1 2025. 249 funds tracked by Wall St. Rank hold DAVE as of Q2 2025.

  • Axim Planning & Wealth reported no remaining Dave Inc position as of Q2 2025 after selling out during the quarter.
  • Axim Planning & Wealth sold 2,708 Dave Inc shares in Q2 2025, an estimated $224K.
  • Axim Planning & Wealth first reported a position in Dave Inc in Q1 2025 and held it in 1 quarter.
  • Axim Planning & Wealth's Dave Inc position peaked at $224K in Q1 2025.
  • 249 funds tracked by Wall St. Rank held Dave Inc as of Q2 2025.

Based on Axim Planning & Wealth's 13F filing for Q2 2025, filed 6 Aug 2025.