Crossmark Global Holdings
DAVE icon

Crossmark Global Holdings’s Dave Inc DAVE Stock Holding History

Crossmark Global Holdings’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 		$215K Buy
669
+68
+11% +$25.2K ﹤0.01% 1207
2026
Q2 		$224K Buy
+601
New +$156K ﹤0.01% 1189

Other funds holding DAVE

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
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

Crossmark Global Holdings's DAVE Position: Q3 2026 in Review

Crossmark Global Holdings increased its Dave Inc (DAVE) stake by 11% in Q3 2026, buying an estimated $25.2K and bringing the position to 669 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #1207.

Crossmark Global Holdings first reported a position in DAVE in Q2 2026 and has held it in 2 quarters since. The position peaked at $224K in Q2 2026. 43 funds tracked by Wall St. Rank hold DAVE as of Q3 2026.

  • Crossmark Global Holdings held 669 shares of Dave Inc worth $215K as of Q3 2026.
  • Crossmark Global Holdings bought 68 Dave Inc shares in Q3 2026, an estimated $25.2K.
  • Dave Inc made up ﹤0.01% of Crossmark Global Holdings's portfolio in Q3 2026, its #1207 holding.
  • Crossmark Global Holdings first reported a position in Dave Inc in Q2 2026 and has held it in 2 quarters since.
  • Crossmark Global Holdings's Dave Inc position peaked at $224K in Q2 2026.
  • 43 funds tracked by Wall St. Rank held Dave Inc as of Q3 2026.

Based on Crossmark Global Holdings's 13F filing for Q3 2026, filed 21 Oct 2026.