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
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

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

Jones Financial Companies's DAVE Position: Q1 2026 in Review

Jones Financial Companies held its Dave Inc (DAVE) position steady in Q1 2026 at 79 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3449.

Jones Financial Companies first reported a position in DAVE in Q2 2025 and has held it in 4 quarters since. The position peaked at $17.7K in Q3 2025. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

  • Jones Financial Companies held 79 shares of Dave Inc worth $13.8K as of Q1 2026.
  • Jones Financial Companies left its Dave Inc share count unchanged in Q1 2026.
  • Dave Inc made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3449 holding.
  • Jones Financial Companies first reported a position in Dave Inc in Q2 2025 and has held it in 4 quarters since.
  • Jones Financial Companies's Dave Inc position peaked at $17.7K in Q3 2025.
  • 272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.