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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
Q2 		$5.22K Buy
14
+2
+17% +$520 ﹤0.01% 2181
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

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

Clearstead Advisors's DAVE Position: Q2 2026 in Review

Clearstead Advisors increased its Dave Inc (DAVE) stake by 17% in Q2 2026, buying an estimated $520 and bringing the position to 14 shares worth $5.22K. The position accounts for ﹤0.01% of the portfolio, ranked #2181.

Clearstead Advisors first reported a position in DAVE in Q2 2025 and has held it in 5 quarters since. The position peaked at $26.3K in Q2 2025. 348 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • Clearstead Advisors held 14 shares of Dave Inc worth $5.22K as of Q2 2026.
  • Clearstead Advisors bought 2 Dave Inc shares in Q2 2026, an estimated $520.
  • Dave Inc made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2181 holding.
  • Clearstead Advisors first reported a position in Dave Inc in Q2 2025 and has held it in 5 quarters since.
  • Clearstead Advisors's Dave Inc position peaked at $26.3K in Q2 2025.
  • 348 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.