GA
DAVE icon

GoalVest Advisory’s Dave Inc DAVE Stock Holding History

GoalVest Advisory’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 		– Sell
-2,200
Closed -$383K – 518
2026
Q1 		$383K Hold
2,200
– – 0.07% 110
2025
Q4 		$487K Hold
2,200
– – 0.09% 104
2025
Q3 		$439K Buy
+2,200
New +$475K 0.09% 98

Other funds holding DAVE

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GoalVest Advisory's DAVE Position: Q2 2026 in Review

GoalVest Advisory sold out of Dave Inc (DAVE) in Q2 2026, closing a stake of 2,200 shares — an estimated $383K sold.

GoalVest Advisory first reported a position in DAVE in Q3 2025 and held it in 3 quarters. The position peaked at $487K in Q4 2025. 24 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • GoalVest Advisory reported no remaining Dave Inc position as of Q2 2026 after selling out during the quarter.
  • GoalVest Advisory sold 2,200 Dave Inc shares in Q2 2026, an estimated $383K.
  • GoalVest Advisory first reported a position in Dave Inc in Q3 2025 and held it in 3 quarters.
  • GoalVest Advisory's Dave Inc position peaked at $487K in Q4 2025.
  • 24 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.