MML Investors Services
DAVE icon

MML Investors Services’s Dave Inc DAVE Stock Holding History

MML Investors Services’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 		$1.48M Buy
3,970
+1,303
+49% +$339K ﹤0.01% 1761
2026
Q1 		$464K Sell
2,667
-1,469
-36% -$285K ﹤0.01% 2275
2025
Q4 		$916K Buy
+4,136
New +$890K ﹤0.01% 1846

Other funds holding DAVE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Calamos Advisors
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
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DB
Danske Bank Copenhagen K, Denmark $50.6B AUM 42.84% 1-Year Est. Return

MML Investors Services's DAVE Position: Q2 2026 in Review

MML Investors Services increased its Dave Inc (DAVE) stake by 49% in Q2 2026, buying an estimated $339K and bringing the position to 3,970 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #1761.

MML Investors Services first reported a position in DAVE in Q4 2025 and has held it in 3 quarters since. 141 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • MML Investors Services held 3,970 shares of Dave Inc worth $1.48M as of Q2 2026.
  • MML Investors Services bought 1,303 Dave Inc shares in Q2 2026, an estimated $339K.
  • Dave Inc made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #1761 holding.
  • MML Investors Services first reported a position in Dave Inc in Q4 2025 and has held it in 3 quarters since.
  • 141 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.