Bank of Montreal
DAVE icon

Bank of Montreal’s Dave Inc DAVE Stock Holding History

Bank of Montreal’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 		$7.19M Buy
19,299
+13,847
+254% +$3.6M ﹤0.01% 1262
2026
Q1 		$949K Buy
+5,452
New +$1.06M ﹤0.01% 2068
2024
Q3 		– Sell
-13,736
Closed -$542K – 3915
2024
Q2 		$542K Buy
+13,736
New +$558K ﹤0.01% 2350
2023
Q1 		– Sell
-313
Closed -$3K – 3863
2022
Q4 		$3K Hold
313
– – ﹤0.01% 3872
2022
Q3 		$5K Hold
313
– – ﹤0.01% 3929
2022
Q2 		$10K Hold
313
– – ﹤0.01% 3851
2022
Q1 		$80K Buy
+313
New +$75.4K ﹤0.01% 3701

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 $3.38T AUM 44.17% 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

Bank of Montreal's DAVE Position: Q2 2026 in Review

Bank of Montreal increased its Dave Inc (DAVE) stake by 254% in Q2 2026, buying an estimated $3.6M and bringing the position to 19,299 shares worth $7.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1262.

Bank of Montreal first reported a position in DAVE in Q1 2022 and has held it in 7 quarters since. 347 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • Bank of Montreal held 19,299 shares of Dave Inc worth $7.19M as of Q2 2026.
  • Bank of Montreal bought 13,847 Dave Inc shares in Q2 2026, an estimated $3.6M.
  • Dave Inc made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1262 holding.
  • Bank of Montreal first reported a position in Dave Inc in Q1 2022 and has held it in 7 quarters since.
  • 347 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.