NewEdge Advisors’s Dave Inc DAVE Stock Holding History

NewEdge 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	$24.4K	Buy	140 +47	+51%	+$9.13K	﹤0.01%	3139
2025 Q4	$20.6K	Sell	93 -2,401	-96%	-$516K	﹤0.01%	3249
2025 Q3	$497K	Sell	2,494 -245	-9%	-$52.9K	﹤0.01%	1817
2025 Q2	$735K	Buy	2,739 +2,646	+2,845%	+$417K	﹤0.01%	1458
2025 Q1	$7.69K	Sell	93 -404	-81%	-$37.9K	﹤0.01%	3184
2024 Q4	$43.2K	Buy	497 +276	+125%	+$18.5K	﹤0.01%	2569
2024 Q3	$8.83K	Buy	221 +128	+138%	+$4.63K	﹤0.01%	2980
2024 Q2	$2.82K	Hold	93	–	–	﹤0.01%	3268
2024 Q1	$3.45K	Hold	93	–	–	﹤0.01%	3260
2023 Q4	$780	Hold	93	–	–	﹤0.01%	3493
2023 Q3	$577	Hold	93	–	–	﹤0.01%	3237
2023 Q2	$496	Hold	93	–	–	﹤0.01%	3316
2023 Q1	$564	Sell	93 -1	-1%	-$8	﹤0.01%	3226
2022 Q4	$1	Buy	+94	New	+$1K	﹤0.01%	3995

Other funds holding DAVE

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NewEdge Advisors's DAVE Position: Q1 2026 in Review

NewEdge Advisors increased its Dave Inc (DAVE) stake by 51% in Q1 2026, buying an estimated $9.13K and bringing the position to 140 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3139.

NewEdge Advisors first reported a position in DAVE in Q4 2022 and has held it in 14 quarters since. The position peaked at $735K in Q2 2025. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

NewEdge Advisors held 140 shares of Dave Inc worth $24.4K as of Q1 2026.
NewEdge Advisors bought 47 Dave Inc shares in Q1 2026, an estimated $9.13K.
Dave Inc made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3139 holding.
NewEdge Advisors first reported a position in Dave Inc in Q4 2022 and has held it in 14 quarters since.
NewEdge Advisors's Dave Inc position peaked at $735K in Q2 2025.
272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.