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
Q2 		$1.57M Sell
4,203
-674
-14% -$175K ﹤0.01% 2614
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cetera Investment Advisers's DAVE Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Dave Inc (DAVE) stake by 14% in Q2 2026, selling an estimated $175K and leaving 4,203 shares worth $1.57M. The position accounts for ﹤0.01% of the portfolio, ranked #2614.

Cetera Investment Advisers first reported a position in DAVE in Q3 2024 and has held it in 6 quarters since. 348 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • Cetera Investment Advisers held 4,203 shares of Dave Inc worth $1.57M as of Q2 2026.
  • Cetera Investment Advisers sold 674 Dave Inc shares in Q2 2026, an estimated $175K.
  • Dave Inc made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2614 holding.
  • Cetera Investment Advisers first reported a position in Dave Inc in Q3 2024 and has held it in 6 quarters since.
  • 348 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.