Cedar Mountain Advisors
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
Q3 		$12.5K Buy
39
+1
+3% +$371 ﹤0.01% 411
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

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Harbour Capital Advisors
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return

Cedar Mountain Advisors's DAVE Position: Q3 2026 in Review

Cedar Mountain Advisors increased its Dave Inc (DAVE) stake by 2.6% in Q3 2026, buying an estimated $371 and bringing the position to 39 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Cedar Mountain Advisors first reported a position in DAVE in Q1 2026 and has held it in 3 quarters since. The position peaked at $14.2K in Q2 2026. 38 funds tracked by Wall St. Rank hold DAVE as of Q3 2026.

  • Cedar Mountain Advisors held 39 shares of Dave Inc worth $12.5K as of Q3 2026.
  • Cedar Mountain Advisors bought 1 Dave Inc share in Q3 2026, an estimated $371.
  • Dave Inc made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #411 holding.
  • Cedar Mountain Advisors first reported a position in Dave Inc in Q1 2026 and has held it in 3 quarters since.
  • Cedar Mountain Advisors's Dave Inc position peaked at $14.2K in Q2 2026.
  • 38 funds tracked by Wall St. Rank held Dave Inc as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.