Nisa Investment Advisors
DAVE icon

Nisa Investment Advisors’s Dave Inc DAVE Stock Holding History

Nisa Investment 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
Q2 		$136K Sell
366
-378
-51% -$98.3K ﹤0.01% 1394
2026
Q1 		$130K Buy
744
+676
+994% +$131K ﹤0.01% 1343
2025
Q4 		$15.1K Sell
68
-20
-23% -$4.3K ﹤0.01% 2056
2025
Q3 		$17.5K Sell
88
-63
-42% -$13.6K ﹤0.01% 2054
2025
Q2 		$40.5K Buy
151
+148
+4,933% +$23.3K ﹤0.01% 1649
2025
Q1 		$248 Buy
+3
New +$281 ﹤0.01% 2898

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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
BCA
Buckley Capital Advisors Miami Beach, Florida $161M AUM
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

Nisa Investment Advisors's DAVE Position: Q2 2026 in Review

Nisa Investment Advisors reduced its Dave Inc (DAVE) stake by 51% in Q2 2026, selling an estimated $98.3K and leaving 366 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

Nisa Investment Advisors first reported a position in DAVE in Q1 2025 and has held it in 6 quarters since. 161 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • Nisa Investment Advisors held 366 shares of Dave Inc worth $136K as of Q2 2026.
  • Nisa Investment Advisors sold 378 Dave Inc shares in Q2 2026, an estimated $98.3K.
  • Dave Inc made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1394 holding.
  • Nisa Investment Advisors first reported a position in Dave Inc in Q1 2025 and has held it in 6 quarters since.
  • 161 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.