ORG Wealth Partners
DAVE icon

ORG Wealth Partners’s Dave Inc DAVE Stock Holding History

ORG Wealth Partners’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
Q3 		$643 Buy
+2
New +$742 ﹤0.01% 1943

Other funds holding DAVE

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Fidelity Investments
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Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return

ORG Wealth Partners's DAVE Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in Dave Inc (DAVE) in Q3 2026: 2 shares worth $643. The stake represents ﹤0.01% of the portfolio and ranks #1943 among its holdings.

260 funds tracked by Wall St. Rank hold DAVE as of Q3 2026.

  • ORG Wealth Partners held 2 shares of Dave Inc worth $643 as of Q3 2026.
  • Dave Inc was a new ORG Wealth Partners position in Q3 2026.
  • Dave Inc made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #1943 holding.
  • 260 funds tracked by Wall St. Rank held Dave Inc as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.