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
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 		$5 Hold
313
– – ﹤0.01% 3929
2022
Q2 		$10 Hold
313
– – ﹤0.01% 3851
2022
Q1 		$80K Buy
+313
New +$75.4K ﹤0.01% 3701

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
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal's DAVE Position: Q1 2026 in Review

Bank of Montreal opened a new position in Dave Inc (DAVE) in Q1 2026: 5,452 shares worth $949K. The stake represents ﹤0.01% of the portfolio and ranks #2068 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in DAVE as recently as Q2 2024.

Bank of Montreal first reported a position in DAVE in Q1 2022 and has held it in 6 quarters since. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

  • Bank of Montreal held 5,452 shares of Dave Inc worth $949K as of Q1 2026.
  • Dave Inc was a new Bank of Montreal position in Q1 2026.
  • Dave Inc made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2068 holding.
  • Bank of Montreal first reported a position in Dave Inc in Q1 2022 and has held it in 6 quarters since.
  • 272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.