MPWT
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MassMutual Private Wealth & Trust’s Dave Inc DAVE Stock Holding History

MassMutual Private Wealth & Trust’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 		$3.35K Buy
+9
New +$2.34K ﹤0.01% 1832
2025
Q2 		– Sell
-7
Closed -$579 – 2383
2025
Q1 		$579 Buy
+7
New +$656 ﹤0.01% 2213

Other funds holding DAVE

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 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
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MassMutual Private Wealth & Trust's DAVE Position: Q2 2026 in Review

MassMutual Private Wealth & Trust opened a new position in Dave Inc (DAVE) in Q2 2026: 9 shares worth $3.35K. The stake represents ﹤0.01% of the portfolio and ranks #1832 among its holdings. This is a return to the name: MassMutual Private Wealth & Trust previously reported a position in DAVE as recently as Q1 2025.

MassMutual Private Wealth & Trust first reported a position in DAVE in Q1 2025 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • MassMutual Private Wealth & Trust held 9 shares of Dave Inc worth $3.35K as of Q2 2026.
  • Dave Inc was a new MassMutual Private Wealth & Trust position in Q2 2026.
  • Dave Inc made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1832 holding.
  • MassMutual Private Wealth & Trust first reported a position in Dave Inc in Q1 2025 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.