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Blue Trust Inc’s Dave Inc DAVE Stock Holding History

Blue Trust Inc’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 		$14.8K Sell
85
-68
-44% -$13.2K ﹤0.01% 1731
2025
Q4 		$33.9K Buy
153
+79
+107% +$17K ﹤0.01% 1489
2025
Q3 		$14.8K Buy
+74
New +$16K ﹤0.01% 1756
2023
Q1 		– Sell
-3
Closed – – 2372
2022
Q4 		$0 Hold
3
– – ﹤0.01% 2281
2022
Q3 		$0 Hold
3
– – ﹤0.01% 2138
2022
Q2 		$1K Buy
+3
New +$291 ﹤0.01% 1763

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

Blue Trust Inc's DAVE Position: Q1 2026 in Review

Blue Trust Inc reduced its Dave Inc (DAVE) stake by 44% in Q1 2026, selling an estimated $13.2K and leaving 85 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1731.

Blue Trust Inc first reported a position in DAVE in Q2 2022 and has held it in 6 quarters since. The position peaked at $33.9K in Q4 2025. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

  • Blue Trust Inc held 85 shares of Dave Inc worth $14.8K as of Q1 2026.
  • Blue Trust Inc sold 68 Dave Inc shares in Q1 2026, an estimated $13.2K.
  • Dave Inc made up ﹤0.01% of Blue Trust Inc's portfolio in Q1 2026, its #1731 holding.
  • Blue Trust Inc first reported a position in Dave Inc in Q2 2022 and has held it in 6 quarters since.
  • Blue Trust Inc's Dave Inc position peaked at $33.9K in Q4 2025.
  • 272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.