CMA
DAVE icon

Cedar Mountain Advisors’s Dave Inc DAVE Stock Holding History

Cedar Mountain Advisors’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 		$14.2K Hold
38
– – ﹤0.01% 419
2026
Q1 		$6.62K Buy
+38
New +$7.38K ﹤0.01% 566

Other funds holding DAVE

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cedar Mountain Advisors's DAVE Position: Q2 2026 in Review

Cedar Mountain Advisors held its Dave Inc (DAVE) position steady in Q2 2026 at 38 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Cedar Mountain Advisors first reported a position in DAVE in Q1 2026 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • Cedar Mountain Advisors held 38 shares of Dave Inc worth $14.2K as of Q2 2026.
  • Cedar Mountain Advisors left its Dave Inc share count unchanged in Q2 2026.
  • Dave Inc made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #419 holding.
  • Cedar Mountain Advisors first reported a position in Dave Inc in Q1 2026 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.