Carson Wealth (CWM LLC)
DAVE icon

Carson Wealth (CWM LLC)’s Dave Inc DAVE Stock Holding History

Carson Wealth (CWM LLC)’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 		$478K Buy
2,744
+134
+5% +$26K ﹤0.01% 2051
2025
Q4 		$578K Sell
2,610
-15
-0.6% -$3.23K ﹤0.01% 1829
2025
Q3 		$523K Sell
2,625
-458
-15% -$98.9K ﹤0.01% 1773
2025
Q2 		$828K Sell
3,083
-45
-1% -$7.09K ﹤0.01% 1345
2025
Q1 		$259K Buy
3,128
+704
+29% +$66K ﹤0.01% 1758
2024
Q4 		$211K Buy
2,424
+367
+18% +$24.6K ﹤0.01% 1793
2024
Q3 		$82K Buy
+2,057
New +$74.4K ﹤0.01% 2326

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

Carson Wealth (CWM LLC)'s DAVE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Dave Inc (DAVE) stake by 5.1% in Q1 2026, buying an estimated $26K and bringing the position to 2,744 shares worth $478K. The position accounts for ﹤0.01% of the portfolio, ranked #2051.

Carson Wealth (CWM LLC) first reported a position in DAVE in Q3 2024 and has held it in 7 quarters since. The position peaked at $828K in Q2 2025. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,744 shares of Dave Inc worth $478K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 134 Dave Inc shares in Q1 2026, an estimated $26K.
  • Dave Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2051 holding.
  • Carson Wealth (CWM LLC) first reported a position in Dave Inc in Q3 2024 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s Dave Inc position peaked at $828K in Q2 2025.
  • 272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.