Janney Montgomery Scott
DAVE icon

Janney Montgomery Scott’s Dave Inc DAVE Stock Holding History

Janney Montgomery Scott’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 		$585K Sell
1,571
-1,536
-49% -$399K ﹤0.01% 2289
2026
Q1 		$541K Buy
3,107
+1,767
+132% +$343K ﹤0.01% 1994
2025
Q4 		$297K Buy
+1,340
New +$288K ﹤0.01% 2559

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

Janney Montgomery Scott's DAVE Position: Q2 2026 in Review

Janney Montgomery Scott reduced its Dave Inc (DAVE) stake by 49% in Q2 2026, selling an estimated $399K and leaving 1,571 shares worth $585K. The position accounts for ﹤0.01% of the portfolio, ranked #2289.

Janney Montgomery Scott first reported a position in DAVE in Q4 2025 and has held it in 3 quarters since. 348 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • Janney Montgomery Scott held 1,571 shares of Dave Inc worth $585K as of Q2 2026.
  • Janney Montgomery Scott sold 1,536 Dave Inc shares in Q2 2026, an estimated $399K.
  • Dave Inc made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2289 holding.
  • Janney Montgomery Scott first reported a position in Dave Inc in Q4 2025 and has held it in 3 quarters since.
  • 348 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.