LRI Investments’s Dave Inc DAVE Stock Holding History

LRI Investments’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	-18	Closed	-$3.13K	–	1969
2026 Q1	$3.13K	Hold	18	–	–	﹤0.01%	1199
2025 Q4	$4.08K	Buy	+18	New	+$3.87K	﹤0.01%	1083

Other funds holding DAVE

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Danske Bank Copenhagen K, Denmark $50.6B AUM 42.84% 1-Year Est. Return

LRI Investments's DAVE Position: Q2 2026 in Review

LRI Investments sold out of Dave Inc (DAVE) in Q2 2026, closing a stake of 18 shares — an estimated $3.13K sold.

LRI Investments first reported a position in DAVE in Q4 2025 and held it in 2 quarters. The position peaked at $4.08K in Q4 2025. 141 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

LRI Investments reported no remaining Dave Inc position as of Q2 2026 after selling out during the quarter.
LRI Investments sold 18 Dave Inc shares in Q2 2026, an estimated $3.13K.
LRI Investments first reported a position in Dave Inc in Q4 2025 and held it in 2 quarters.
LRI Investments's Dave Inc position peaked at $4.08K in Q4 2025.
141 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.