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
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

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

EverSource Wealth Advisors's DAVE Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Dave Inc (DAVE) stake by 29% in Q1 2026, buying an estimated $5.24K and bringing the position to 119 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2482.

EverSource Wealth Advisors first reported a position in DAVE in Q2 2025 and has held it in 4 quarters since. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

  • EverSource Wealth Advisors held 119 shares of Dave Inc worth $20.7K as of Q1 2026.
  • EverSource Wealth Advisors bought 27 Dave Inc shares in Q1 2026, an estimated $5.24K.
  • Dave Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2482 holding.
  • EverSource Wealth Advisors first reported a position in Dave Inc in Q2 2025 and has held it in 4 quarters since.
  • 272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.