Cornerstone Planning Group
DAVE icon

Cornerstone Planning Group’s Dave Inc DAVE Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-1
Closed -$424 – 531
2026
Q2 		$424 Hold
1
– – ﹤0.01% 1738
2026
Q1 		$264 Buy
+1
New +$194 ﹤0.01% 1753

Other funds holding DAVE

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Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Harbour Capital Advisors
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return

Cornerstone Planning Group's DAVE Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Dave Inc (DAVE) in Q3 2026, closing a stake of 1 share — an estimated $424 sold.

Cornerstone Planning Group first reported a position in DAVE in Q1 2026 and held it in 2 quarters. The position peaked at $424 in Q2 2026. 43 funds tracked by Wall St. Rank hold DAVE as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Dave Inc position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 1 Dave Inc share in Q3 2026, an estimated $424.
  • Cornerstone Planning Group first reported a position in Dave Inc in Q1 2026 and held it in 2 quarters.
  • Cornerstone Planning Group's Dave Inc position peaked at $424 in Q2 2026.
  • 43 funds tracked by Wall St. Rank held Dave Inc as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.