Commonwealth Equity Services
DAVE icon

Commonwealth Equity Services’s Dave Inc DAVE Stock Holding History

Commonwealth Equity Services’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 		$2.2M Buy
5,904
+4,713
+396% +$1.23M ﹤0.01% 2028
2026
Q1 		$207K Sell
1,191
-599
-33% -$116K ﹤0.01% 3979
2025
Q4 		$396K Sell
1,790
-127
-7% -$27.3K ﹤0.01% 3392
2025
Q3 		$382K Sell
1,917
-558
-23% -$121K ﹤0.01% 3410
2025
Q2 		$664K Buy
+2,475
New +$390K ﹤0.01% 2920

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

Commonwealth Equity Services's DAVE Position: Q2 2026 in Review

Commonwealth Equity Services increased its Dave Inc (DAVE) stake by 396% in Q2 2026, buying an estimated $1.23M and bringing the position to 5,904 shares worth $2.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2028.

Commonwealth Equity Services first reported a position in DAVE in Q2 2025 and has held it in 5 quarters since. 348 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • Commonwealth Equity Services held 5,904 shares of Dave Inc worth $2.2M as of Q2 2026.
  • Commonwealth Equity Services bought 4,713 Dave Inc shares in Q2 2026, an estimated $1.23M.
  • Dave Inc made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2028 holding.
  • Commonwealth Equity Services first reported a position in Dave Inc in Q2 2025 and has held it in 5 quarters since.
  • 348 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.