IWC
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Integrated Wealth Concepts’s Dave Inc DAVE Stock Holding History

Integrated Wealth Concepts’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 		$137K Buy
+368
New +$95.7K ﹤0.01% 2581

Other funds holding DAVE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Integrated Wealth Concepts's DAVE Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Dave Inc (DAVE) in Q2 2026: 368 shares worth $137K. The stake represents ﹤0.01% of the portfolio and ranks #2581 among its holdings.

347 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • Integrated Wealth Concepts held 368 shares of Dave Inc worth $137K as of Q2 2026.
  • Dave Inc was a new Integrated Wealth Concepts position in Q2 2026.
  • Dave Inc made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2581 holding.
  • 347 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.