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Golden State Wealth Management’s Dave Inc DAVE Stock Holding History

Golden State Wealth Management’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 		$5.59K Hold
15
– – ﹤0.01% 1237
2026
Q1 		$2.61K Hold
15
– – ﹤0.01% 1316
2025
Q4 		$3.32K Hold
15
– – ﹤0.01% 1308
2025
Q3 		$2.99K Hold
15
– – ﹤0.01% 1334
2025
Q2 		$4.03K Hold
15
– – ﹤0.01% 1260
2025
Q1 		$1.24K Hold
15
– – ﹤0.01% 1395
2024
Q4 		$1.3K Buy
+15
New +$1K ﹤0.01% 1318

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

Golden State Wealth Management's DAVE Position: Q2 2026 in Review

Golden State Wealth Management held its Dave Inc (DAVE) position steady in Q2 2026 at 15 shares worth $5.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1237.

Golden State Wealth Management first reported a position in DAVE in Q4 2024 and has held it in 7 quarters since. 348 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • Golden State Wealth Management held 15 shares of Dave Inc worth $5.59K as of Q2 2026.
  • Golden State Wealth Management left its Dave Inc share count unchanged in Q2 2026.
  • Dave Inc made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1237 holding.
  • Golden State Wealth Management first reported a position in Dave Inc in Q4 2024 and has held it in 7 quarters since.
  • 348 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.