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
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

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

Commonwealth Equity Services's DAVE Position: Q1 2026 in Review

Commonwealth Equity Services reduced its Dave Inc (DAVE) stake by 33% in Q1 2026, selling an estimated $116K and leaving 1,191 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #3979.

Commonwealth Equity Services first reported a position in DAVE in Q2 2025 and has held it in 4 quarters since. The position peaked at $664K in Q2 2025. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

  • Commonwealth Equity Services held 1,191 shares of Dave Inc worth $207K as of Q1 2026.
  • Commonwealth Equity Services sold 599 Dave Inc shares in Q1 2026, an estimated $116K.
  • Dave Inc made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3979 holding.
  • Commonwealth Equity Services first reported a position in Dave Inc in Q2 2025 and has held it in 4 quarters since.
  • Commonwealth Equity Services's Dave Inc position peaked at $664K in Q2 2025.
  • 272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.