Focus Partners Wealth
DAVE icon

Focus Partners Wealth’s Dave Inc DAVE Stock Holding History

Focus Partners Wealth’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 		$442K Buy
+1,187
New +$309K ﹤0.01% 2031
2026
Q1 		– Sell
-918
Closed -$203K – 2700
2025
Q4 		$203K Buy
+918
New +$197K ﹤0.01% 2441

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

Focus Partners Wealth's DAVE Position: Q2 2026 in Review

Focus Partners Wealth opened a new position in Dave Inc (DAVE) in Q2 2026: 1,187 shares worth $442K. The stake represents ﹤0.01% of the portfolio and ranks #2031 among its holdings. This is a return to the name: Focus Partners Wealth previously reported a position in DAVE as recently as Q4 2025.

Focus Partners Wealth first reported a position in DAVE in Q4 2025 and has held it in 2 quarters since. 348 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • Focus Partners Wealth held 1,187 shares of Dave Inc worth $442K as of Q2 2026.
  • Dave Inc was a new Focus Partners Wealth position in Q2 2026.
  • Dave Inc made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2031 holding.
  • Focus Partners Wealth first reported a position in Dave Inc in Q4 2025 and has held it in 2 quarters since.
  • 348 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.