Mercer Global Advisors
DAVE icon

Mercer Global Advisors’s Dave Inc DAVE Stock Holding History

Mercer Global Advisors’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 		– Sell
-915
Closed -$203K – 3246
2025
Q4 		$203K Sell
915
-222
-20% -$47.8K ﹤0.01% 2557
2025
Q3 		$227K Buy
1,137
+128
+13% +$27.6K ﹤0.01% 2295
2025
Q2 		$271K Buy
+1,009
New +$159K ﹤0.01% 1908

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

Mercer Global Advisors's DAVE Position: Q1 2026 in Review

Mercer Global Advisors sold out of Dave Inc (DAVE) in Q1 2026, closing a stake of 915 shares — an estimated $203K sold.

Mercer Global Advisors first reported a position in DAVE in Q2 2025 and held it in 3 quarters. The position peaked at $271K in Q2 2025. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

  • Mercer Global Advisors reported no remaining Dave Inc position as of Q1 2026 after selling out during the quarter.
  • Mercer Global Advisors sold 915 Dave Inc shares in Q1 2026, an estimated $203K.
  • Mercer Global Advisors first reported a position in Dave Inc in Q2 2025 and held it in 3 quarters.
  • Mercer Global Advisors's Dave Inc position peaked at $271K in Q2 2025.
  • 272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.