FFA
DAVE icon

Farther Finance Advisors’s Dave Inc DAVE Stock Holding History

Farther Finance 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 		$2.61K Buy
7
+2
+40% +$520 ﹤0.01% 5074
2026
Q1 		$867 Sell
5
-4
-44% -$777 ﹤0.01% 5143
2025
Q4 		$1.99K Sell
9
-28
-76% -$6.02K ﹤0.01% 4692
2025
Q3 		$7.38K Buy
+37
New +$7.99K ﹤0.01% 3579

Other funds holding DAVE

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Farther Finance Advisors's DAVE Position: Q2 2026 in Review

Farther Finance Advisors increased its Dave Inc (DAVE) stake by 40% in Q2 2026, buying an estimated $520 and bringing the position to 7 shares worth $2.61K. The position accounts for ﹤0.01% of the portfolio, ranked #5074.

Farther Finance Advisors first reported a position in DAVE in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.38K in Q3 2025. 47 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • Farther Finance Advisors held 7 shares of Dave Inc worth $2.61K as of Q2 2026.
  • Farther Finance Advisors bought 2 Dave Inc shares in Q2 2026, an estimated $520.
  • Dave Inc made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5074 holding.
  • Farther Finance Advisors first reported a position in Dave Inc in Q3 2025 and has held it in 4 quarters since.
  • Farther Finance Advisors's Dave Inc position peaked at $7.38K in Q3 2025.
  • 47 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.