Cetera Investment Advisers
DAVE icon

Cetera Investment Advisers’s Dave Inc DAVE Stock Holding History

Cetera Investment Advisers’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 		$849K Buy
4,877
+1,084
+29% +$210K ﹤0.01% 3048
2025
Q4 		$840K Buy
3,793
+2,267
+149% +$488K ﹤0.01% 2977
2025
Q3 		$304K Sell
1,526
-3,370
-69% -$728K ﹤0.01% 3820
2025
Q2 		$1.31M Buy
+4,896
New +$772K ﹤0.01% 2148
2024
Q4 		– Sell
-10,222
Closed -$408K – 3808
2024
Q3 		$408K Buy
+10,222
New +$370K ﹤0.01% 2828

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

Cetera Investment Advisers's DAVE Position: Q1 2026 in Review

Cetera Investment Advisers increased its Dave Inc (DAVE) stake by 29% in Q1 2026, buying an estimated $210K and bringing the position to 4,877 shares worth $849K. The position accounts for ﹤0.01% of the portfolio, ranked #3048.

Cetera Investment Advisers first reported a position in DAVE in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.31M in Q2 2025. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

  • Cetera Investment Advisers held 4,877 shares of Dave Inc worth $849K as of Q1 2026.
  • Cetera Investment Advisers bought 1,084 Dave Inc shares in Q1 2026, an estimated $210K.
  • Dave Inc made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3048 holding.
  • Cetera Investment Advisers first reported a position in Dave Inc in Q3 2024 and has held it in 5 quarters since.
  • Cetera Investment Advisers's Dave Inc position peaked at $1.31M in Q2 2025.
  • 272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.