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Independent Financial Group’s Dave Inc DAVE Stock Holding History

Independent Financial Group’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 		– Sell
-4,355
Closed -$964K – 1464
2025
Q4 		$964K Buy
+4,355
New +$937K 0.02% 633
2025
Q3 		– Sell
-838
Closed -$225K – 1378
2025
Q2 		$225K Buy
+838
New +$132K 0.01% 1172

Other funds holding DAVE

HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Independent Financial Group's DAVE Position: Q1 2026 in Review

Independent Financial Group sold out of Dave Inc (DAVE) in Q1 2026, closing a stake of 4,355 shares — an estimated $964K sold.

Independent Financial Group first reported a position in DAVE in Q2 2025 and held it in 2 quarters. The position peaked at $964K in Q4 2025. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

  • Independent Financial Group reported no remaining Dave Inc position as of Q1 2026 after selling out during the quarter.
  • Independent Financial Group sold 4,355 Dave Inc shares in Q1 2026, an estimated $964K.
  • Independent Financial Group first reported a position in Dave Inc in Q2 2025 and held it in 2 quarters.
  • Independent Financial Group's Dave Inc position peaked at $964K in Q4 2025.
  • 272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on Independent Financial Group's 13F filing for Q1 2026, filed 5 May 2026.