HWAM
DAVE icon

Hennion & Walsh Asset Management’s Dave Inc DAVE Stock Holding History

Hennion & Walsh Asset 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 		$1.38M Buy
3,710
+730
+24% +$190K 0.04% 482
2026
Q1 		$519K Buy
2,980
+843
+39% +$164K 0.02% 703
2025
Q4 		$473K Buy
+2,137
New +$460K 0.02% 732

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
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 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

Hennion & Walsh Asset Management's DAVE Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its Dave Inc (DAVE) stake by 24% in Q2 2026, buying an estimated $190K and bringing the position to 3,710 shares worth $1.38M. The position accounts for 0.04% of the portfolio, ranked #482.

Hennion & Walsh Asset Management first reported a position in DAVE in Q4 2025 and has held it in 3 quarters since. 28 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • Hennion & Walsh Asset Management held 3,710 shares of Dave Inc worth $1.38M as of Q2 2026.
  • Hennion & Walsh Asset Management bought 730 Dave Inc shares in Q2 2026, an estimated $190K.
  • Dave Inc made up 0.04% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #482 holding.
  • Hennion & Walsh Asset Management first reported a position in Dave Inc in Q4 2025 and has held it in 3 quarters since.
  • 28 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.