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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
Q2 		$1.07M Buy
+2,885
New +$750K 0.04% 473

Other funds holding DAVE

Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Belpointe Asset Management's DAVE Position: Q2 2026 in Review

Belpointe Asset Management opened a new position in Dave Inc (DAVE) in Q2 2026: 2,885 shares worth $1.07M. The stake represents 0.04% of the portfolio and ranks #473 among its holdings.

76 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • Belpointe Asset Management held 2,885 shares of Dave Inc worth $1.07M as of Q2 2026.
  • Dave Inc was a new Belpointe Asset Management position in Q2 2026.
  • Dave Inc made up 0.04% of Belpointe Asset Management's portfolio in Q2 2026, its #473 holding.
  • 76 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.