Larson Financial Group’s Dave Inc DAVE Stock Holding History

Larson Financial Group’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	$106K	Sell	284 -63	-18%	-$16.4K	﹤0.01%	1151
2026 Q1	$60.4K	Buy	347 +271	+357%	+$52.6K	﹤0.01%	1254
2025 Q4	$16.8K	Buy	76 +23	+43%	+$4.95K	﹤0.01%	1816
2025 Q3	$10.6K	Hold	53	–	–	﹤0.01%	1988
2025 Q2	$14.2K	Buy	53 +17	+47%	+$2.68K	﹤0.01%	1652
2025 Q1	$2.98K	Buy	+36	New	+$3.37K	﹤0.01%	2040

Other funds holding DAVE

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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 New York $1.21T AUM 78.12% 1-Year Est. Return

Larson Financial Group's DAVE Position: Q2 2026 in Review

Larson Financial Group reduced its Dave Inc (DAVE) stake by 18% in Q2 2026, selling an estimated $16.4K and leaving 284 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

Larson Financial Group first reported a position in DAVE in Q1 2025 and has held it in 6 quarters since. 348 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

Larson Financial Group held 284 shares of Dave Inc worth $106K as of Q2 2026.
Larson Financial Group sold 63 Dave Inc shares in Q2 2026, an estimated $16.4K.
Dave Inc made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1151 holding.
Larson Financial Group first reported a position in Dave Inc in Q1 2025 and has held it in 6 quarters since.
348 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

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