Merit Financial Group’s Dave Inc DAVE Stock Holding History

Merit Financial Group’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	$230K	Buy	+617	New	+$160K	﹤0.01%	2012

Other funds holding DAVE

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

Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

Merit Financial Group's DAVE Position: Q2 2026 in Review

Merit Financial Group opened a new position in Dave Inc (DAVE) in Q2 2026: 617 shares worth $230K. The stake represents ﹤0.01% of the portfolio and ranks #2012 among its holdings.

38 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

Merit Financial Group held 617 shares of Dave Inc worth $230K as of Q2 2026.
Dave Inc was a new Merit Financial Group position in Q2 2026.
Dave Inc made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2012 holding.
38 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.