Belpointe Asset Management
DAVE icon

Belpointe Asset Management’s Dave Inc DAVE Stock Holding History

Belpointe Asset Management’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
Q3 		– Sell
-2,885
Closed -$1.07M – 1177
2026
Q2 		$1.07M Buy
+2,885
New +$750K 0.04% 473

Other funds holding DAVE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Belpointe Asset Management's DAVE Position: Q3 2026 in Review

Belpointe Asset Management sold out of Dave Inc (DAVE) in Q3 2026, closing a stake of 2,885 shares — an estimated $1.07M sold.

Belpointe Asset Management first reported a position in DAVE in Q2 2026 and held it in 1 quarter. The position peaked at $1.07M in Q2 2026. 207 funds tracked by Wall St. Rank hold DAVE as of Q3 2026.

  • Belpointe Asset Management reported no remaining Dave Inc position as of Q3 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 2,885 Dave Inc shares in Q3 2026, an estimated $1.07M.
  • Belpointe Asset Management first reported a position in Dave Inc in Q2 2026 and held it in 1 quarter.
  • Belpointe Asset Management's Dave Inc position peaked at $1.07M in Q2 2026.
  • 207 funds tracked by Wall St. Rank held Dave Inc as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.