Larson Financial Group’s Dave Inc DAVE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Larson Financial Group's DAVE Position: Q1 2026 in Review

Larson Financial Group increased its Dave Inc (DAVE) stake by 357% in Q1 2026, buying an estimated $52.6K and bringing the position to 347 shares worth $60.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

Larson Financial Group first reported a position in DAVE in Q1 2025 and has held it in 5 quarters since. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

  • Larson Financial Group held 347 shares of Dave Inc worth $60.4K as of Q1 2026.
  • Larson Financial Group bought 271 Dave Inc shares in Q1 2026, an estimated $52.6K.
  • Dave Inc made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1254 holding.
  • Larson Financial Group first reported a position in Dave Inc in Q1 2025 and has held it in 5 quarters since.
  • 272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

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