EWA
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EverSource Wealth Advisors’s Dave Inc DAVE Stock Holding History

EverSource Wealth 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 		$38K Sell
102
-17
-14% -$4.42K ﹤0.01% 1950
2026
Q1 		$20.7K Buy
119
+27
+29% +$5.24K ﹤0.01% 2482
2025
Q4 		$20.4K Buy
92
+35
+61% +$7.53K ﹤0.01% 2372
2025
Q3 		$11.4K Buy
57
+3
+6% +$648 ﹤0.01% 2753
2025
Q2 		$14.5K Buy
+54
New +$8.51K ﹤0.01% 2555

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

EverSource Wealth Advisors's DAVE Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Dave Inc (DAVE) stake by 14% in Q2 2026, selling an estimated $4.42K and leaving 102 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #1950.

EverSource Wealth Advisors 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.

  • EverSource Wealth Advisors held 102 shares of Dave Inc worth $38K as of Q2 2026.
  • EverSource Wealth Advisors sold 17 Dave Inc shares in Q2 2026, an estimated $4.42K.
  • Dave Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1950 holding.
  • EverSource Wealth Advisors 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 EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.