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Clearstead Advisors’s Dave Inc DAVE Stock Holding History

Clearstead 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
Q1 		$2.09K Hold
12
– – ﹤0.01% 1888
2025
Q4 		$2.66K Sell
12
-87
-88% -$18.7K ﹤0.01% 2113
2025
Q3 		$19.7K Buy
99
+1
+1% +$216 ﹤0.01% 1649
2025
Q2 		$26.3K Buy
+98
New +$15.4K ﹤0.01% 1509

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

Clearstead Advisors's DAVE Position: Q1 2026 in Review

Clearstead Advisors held its Dave Inc (DAVE) position steady in Q1 2026 at 12 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1888.

Clearstead Advisors first reported a position in DAVE in Q2 2025 and has held it in 4 quarters since. The position peaked at $26.3K in Q2 2025. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

  • Clearstead Advisors held 12 shares of Dave Inc worth $2.09K as of Q1 2026.
  • Clearstead Advisors left its Dave Inc share count unchanged in Q1 2026.
  • Dave Inc made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1888 holding.
  • Clearstead Advisors first reported a position in Dave Inc in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's Dave Inc position peaked at $26.3K in Q2 2025.
  • 272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.