LPL Financial
DAVE icon

LPL Financial’s Dave Inc DAVE Stock Holding History

LPL Financial’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 		$1.97M Buy
11,291
+3,895
+53% +$756K ﹤0.01% 3530
2025
Q4 		$1.64M Sell
7,396
-9,744
-57% -$2.1M ﹤0.01% 3580
2025
Q3 		$3.42M Buy
17,140
+2,598
+18% +$561K ﹤0.01% 2819
2025
Q2 		$3.9M Buy
+14,542
New +$2.29M ﹤0.01% 2515
2025
Q1 		– Sell
-5,685
Closed -$494K – 5397
2024
Q4 		$494K Buy
+5,685
New +$381K ﹤0.01% 4099

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

LPL Financial's DAVE Position: Q1 2026 in Review

LPL Financial increased its Dave Inc (DAVE) stake by 53% in Q1 2026, buying an estimated $756K and bringing the position to 11,291 shares worth $1.97M. The position accounts for ﹤0.01% of the portfolio, ranked #3530.

LPL Financial first reported a position in DAVE in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.9M in Q2 2025. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

  • LPL Financial held 11,291 shares of Dave Inc worth $1.97M as of Q1 2026.
  • LPL Financial bought 3,895 Dave Inc shares in Q1 2026, an estimated $756K.
  • Dave Inc made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3530 holding.
  • LPL Financial first reported a position in Dave Inc in Q4 2024 and has held it in 5 quarters since.
  • LPL Financial's Dave Inc position peaked at $3.9M in Q2 2025.
  • 272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.