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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
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

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

Golden State Wealth Management's DAVE Position: Q1 2026 in Review

Golden State Wealth Management held its Dave Inc (DAVE) position steady in Q1 2026 at 15 shares worth $2.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

Golden State Wealth Management first reported a position in DAVE in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.03K in Q2 2025. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

  • Golden State Wealth Management held 15 shares of Dave Inc worth $2.61K as of Q1 2026.
  • Golden State Wealth Management left its Dave Inc share count unchanged in Q1 2026.
  • Dave Inc made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #1316 holding.
  • Golden State Wealth Management first reported a position in Dave Inc in Q4 2024 and has held it in 6 quarters since.
  • Golden State Wealth Management's Dave Inc position peaked at $4.03K in Q2 2025.
  • 272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.