IA
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
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

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

IFP Advisors's DAVE Position: Q1 2026 in Review

IFP Advisors held its Dave Inc (DAVE) position steady in Q1 2026 at 25 shares worth $4.35K. The position accounts for ﹤0.01% of the portfolio, ranked #3605.

IFP Advisors first reported a position in DAVE in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.05K in Q2 2025. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

  • IFP Advisors held 25 shares of Dave Inc worth $4.35K as of Q1 2026.
  • IFP Advisors left its Dave Inc share count unchanged in Q1 2026.
  • Dave Inc made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #3605 holding.
  • IFP Advisors first reported a position in Dave Inc in Q4 2024 and has held it in 6 quarters since.
  • IFP Advisors's Dave Inc position peaked at $8.05K in Q2 2025.
  • 272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.