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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
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

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

Leavell Investment Management's DAVE Position: Q1 2026 in Review

Leavell Investment Management reduced its Dave Inc (DAVE) stake by 5.8% in Q1 2026, selling an estimated $50.5K and leaving 4,250 shares worth $740K. The position accounts for 0.03% of the portfolio, ranked #348.

Leavell Investment Management first reported a position in DAVE in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.21M in Q2 2025. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

  • Leavell Investment Management held 4,250 shares of Dave Inc worth $740K as of Q1 2026.
  • Leavell Investment Management sold 260 Dave Inc shares in Q1 2026, an estimated $50.5K.
  • Dave Inc made up 0.03% of Leavell Investment Management's portfolio in Q1 2026, its #348 holding.
  • Leavell Investment Management first reported a position in Dave Inc in Q4 2024 and has held it in 6 quarters since.
  • Leavell Investment Management's Dave Inc position peaked at $1.21M in Q2 2025.
  • 272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on Leavell Investment Management's 13F filing for Q1 2026, filed 12 May 2026.