LIM
DAVE icon

Leavell Investment Management’s Dave Inc DAVE Stock Holding History

Leavell Investment Management’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 		$1.32M Sell
3,550
-700
-16% -$182K 0.05% 282
2026
Q1 		$740K Sell
4,250
-260
-6% -$50.5K 0.03% 348
2025
Q4 		$999K Hold
4,510
– – 0.04% 298
2025
Q3 		$899K Hold
4,510
– – 0.04% 315
2025
Q2 		$1.21M Buy
4,510
+200
+5% +$31.5K 0.05% 274
2025
Q1 		$356K Buy
4,310
+1,750
+68% +$164K 0.02% 444
2024
Q4 		$223K Buy
+2,560
New +$172K 0.01% 510

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

Leavell Investment Management's DAVE Position: Q2 2026 in Review

Leavell Investment Management reduced its Dave Inc (DAVE) stake by 16% in Q2 2026, selling an estimated $182K and leaving 3,550 shares worth $1.32M. The position accounts for 0.05% of the portfolio, ranked #282.

Leavell Investment Management first reported a position in DAVE in Q4 2024 and has held it in 7 quarters since. 348 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • Leavell Investment Management held 3,550 shares of Dave Inc worth $1.32M as of Q2 2026.
  • Leavell Investment Management sold 700 Dave Inc shares in Q2 2026, an estimated $182K.
  • Dave Inc made up 0.05% of Leavell Investment Management's portfolio in Q2 2026, its #282 holding.
  • Leavell Investment Management first reported a position in Dave Inc in Q4 2024 and has held it in 7 quarters since.
  • 348 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.