MAM
DAVE icon

Marquette Asset Management’s Dave Inc DAVE Stock Holding History

Marquette Asset 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 		$1.12K Hold
3
– – ﹤0.01% 708
2026
Q1 		$523 Buy
+3
New +$582 ﹤0.01% 744

Other funds holding DAVE

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Marquette Asset Management's DAVE Position: Q2 2026 in Review

Marquette Asset Management held its Dave Inc (DAVE) position steady in Q2 2026 at 3 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #708.

Marquette Asset Management first reported a position in DAVE in Q1 2026 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • Marquette Asset Management held 3 shares of Dave Inc worth $1.12K as of Q2 2026.
  • Marquette Asset Management left its Dave Inc share count unchanged in Q2 2026.
  • Dave Inc made up ﹤0.01% of Marquette Asset Management's portfolio in Q2 2026, its #708 holding.
  • Marquette Asset Management first reported a position in Dave Inc in Q1 2026 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.