Lloyd Advisory Services’s Dave Inc DAVE Stock Holding History

Lloyd Advisory Services’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	–	Sell	-10	Closed	-$1.74K	–	711
2026 Q1	$1.74K	Buy	+10	New	+$1.94K	﹤0.01%	686

Other funds holding DAVE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 $3.38T AUM 44.17% 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

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

Lloyd Advisory Services's DAVE Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Dave Inc (DAVE) in Q2 2026, closing a stake of 10 shares — an estimated $1.74K sold.

Lloyd Advisory Services first reported a position in DAVE in Q1 2026 and held it in 1 quarter. The position peaked at $1.74K in Q1 2026. 347 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

Lloyd Advisory Services reported no remaining Dave Inc position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 10 Dave Inc shares in Q2 2026, an estimated $1.74K.
Lloyd Advisory Services first reported a position in Dave Inc in Q1 2026 and held it in 1 quarter.
Lloyd Advisory Services's Dave Inc position peaked at $1.74K in Q1 2026.
347 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.