NWAG
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Net Worth Advisory Group’s Dave Inc DAVE Stock Holding History

Net Worth Advisory 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 		$359K Buy
+963
New +$250K 0.09% 234

Other funds holding DAVE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Net Worth Advisory Group's DAVE Position: Q2 2026 in Review

Net Worth Advisory Group opened a new position in Dave Inc (DAVE) in Q2 2026: 963 shares worth $359K. The stake represents 0.09% of the portfolio and ranks #234 among its holdings.

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

  • Net Worth Advisory Group held 963 shares of Dave Inc worth $359K as of Q2 2026.
  • Dave Inc was a new Net Worth Advisory Group position in Q2 2026.
  • Dave Inc made up 0.09% of Net Worth Advisory Group's portfolio in Q2 2026, its #234 holding.
  • 348 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.