Jones Financial Companies
DAVE icon

Jones Financial Companies’s Dave Inc DAVE Stock Holding History

Jones Financial Companies’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 		$54K Buy
155
+76
+96% +$19.8K ﹤0.01% 3098
2026
Q1 		$13.8K Hold
79
– – ﹤0.01% 3449
2025
Q4 		$17.5K Sell
79
-2
-2% -$430 ﹤0.01% 2995
2025
Q3 		$17.7K Buy
81
+65
+406% +$14K ﹤0.01% 2860
2025
Q2 		$3.99K Buy
+16
New +$2.52K ﹤0.01% 3214

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

Jones Financial Companies's DAVE Position: Q2 2026 in Review

Jones Financial Companies increased its Dave Inc (DAVE) stake by 96% in Q2 2026, buying an estimated $19.8K and bringing the position to 155 shares worth $54K. The position accounts for ﹤0.01% of the portfolio, ranked #3098.

Jones Financial Companies first reported a position in DAVE in Q2 2025 and has held it in 5 quarters since. 348 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • Jones Financial Companies held 155 shares of Dave Inc worth $54K as of Q2 2026.
  • Jones Financial Companies bought 76 Dave Inc shares in Q2 2026, an estimated $19.8K.
  • Dave Inc made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3098 holding.
  • Jones Financial Companies first reported a position in Dave Inc in Q2 2025 and has held it in 5 quarters since.
  • 348 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.