Physician Wealth Advisors’s Dave Inc DAVE Stock Holding History

Physician Wealth 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	$746	Buy	+2	New	+$520	﹤0.01%	1933

Other funds holding DAVE

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Physician Wealth Advisors's DAVE Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in Dave Inc (DAVE) in Q2 2026: 2 shares worth $746. The stake represents ﹤0.01% of the portfolio and ranks #1933 among its holdings.

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

Physician Wealth Advisors held 2 shares of Dave Inc worth $746 as of Q2 2026.
Dave Inc was a new Physician Wealth Advisors position in Q2 2026.
Dave Inc made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1933 holding.
38 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.