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Blue Bell Private Wealth Management’s Dave Inc DAVE Stock Holding History

Blue Bell Private Wealth 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
2025
Q4 		– Sell
-33
Closed -$6.58K – 735
2025
Q3 		$6.58K Buy
+33
New +$7.13K ﹤0.01% 578

Other funds holding DAVE

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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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Blue Bell Private Wealth Management's DAVE Position: Q4 2025 in Review

Blue Bell Private Wealth Management sold out of Dave Inc (DAVE) in Q4 2025, closing a stake of 33 shares — an estimated $6.58K sold.

Blue Bell Private Wealth Management first reported a position in DAVE in Q3 2025 and held it in 1 quarter. The position peaked at $6.58K in Q3 2025. 291 funds tracked by Wall St. Rank hold DAVE as of Q4 2025.

  • Blue Bell Private Wealth Management reported no remaining Dave Inc position as of Q4 2025 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 33 Dave Inc shares in Q4 2025, an estimated $6.58K.
  • Blue Bell Private Wealth Management first reported a position in Dave Inc in Q3 2025 and held it in 1 quarter.
  • Blue Bell Private Wealth Management's Dave Inc position peaked at $6.58K in Q3 2025.
  • 291 funds tracked by Wall St. Rank held Dave Inc as of Q4 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.