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
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

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

Janney Montgomery Scott's DAVE Position: Q1 2026 in Review

Janney Montgomery Scott increased its Dave Inc (DAVE) stake by 132% in Q1 2026, buying an estimated $343K and bringing the position to 3,107 shares worth $541K. The position accounts for ﹤0.01% of the portfolio, ranked #1994.

Janney Montgomery Scott first reported a position in DAVE in Q4 2025 and has held it in 2 quarters since. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

  • Janney Montgomery Scott held 3,107 shares of Dave Inc worth $541K as of Q1 2026.
  • Janney Montgomery Scott bought 1,767 Dave Inc shares in Q1 2026, an estimated $343K.
  • Dave Inc made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1994 holding.
  • Janney Montgomery Scott first reported a position in Dave Inc in Q4 2025 and has held it in 2 quarters since.
  • 272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.