IFP Advisors
DAVE icon

IFP Advisors’s Dave Inc DAVE Stock Holding History

IFP Advisors’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
Q3 		$8.04K Hold
25
– – ﹤0.01% 3539
2026
Q2 		$9.32K Hold
25
– – ﹤0.01% 3442
2026
Q1 		$4.35K Hold
25
– – ﹤0.01% 3605
2025
Q4 		$5.54K Hold
25
– – ﹤0.01% 3364
2025
Q3 		$4.98K Buy
25
+5
+25% +$1.08K ﹤0.01% 3250
2025
Q2 		$8.05K Buy
20
+18
+900% +$2.84K ﹤0.01% 3051
2025
Q1 		$165 Hold
2
– – ﹤0.01% 3726
2024
Q4 		$174 Buy
+2
New +$134 ﹤0.01% 3810

Other funds holding DAVE

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Harbour Capital Advisors
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return

IFP Advisors's DAVE Position: Q3 2026 in Review

IFP Advisors held its Dave Inc (DAVE) position steady in Q3 2026 at 25 shares worth $8.04K. The position accounts for ﹤0.01% of the portfolio, ranked #3539.

IFP Advisors first reported a position in DAVE in Q4 2024 and has held it in 8 quarters since. The position peaked at $9.32K in Q2 2026. 38 funds tracked by Wall St. Rank hold DAVE as of Q3 2026.

  • IFP Advisors held 25 shares of Dave Inc worth $8.04K as of Q3 2026.
  • IFP Advisors left its Dave Inc share count unchanged in Q3 2026.
  • Dave Inc made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3539 holding.
  • IFP Advisors first reported a position in Dave Inc in Q4 2024 and has held it in 8 quarters since.
  • IFP Advisors's Dave Inc position peaked at $9.32K in Q2 2026.
  • 38 funds tracked by Wall St. Rank held Dave Inc as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.