PWPS
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Pinnacle Wealth Planning Services’s Dave Inc DAVE Stock Holding History

Pinnacle Wealth Planning Services’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 		$78.5K Sell
451
-28
-6% -$5.44K 0.01% 939
2025
Q4 		$106K Buy
+479
New +$103K 0.01% 748

Other funds holding DAVE

HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
BlackRock
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pinnacle Wealth Planning Services's DAVE Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Dave Inc (DAVE) stake by 5.8% in Q1 2026, selling an estimated $5.44K and leaving 451 shares worth $78.5K. The position accounts for 0.01% of the portfolio, ranked #939.

Pinnacle Wealth Planning Services first reported a position in DAVE in Q4 2025 and has held it in 2 quarters since. The position peaked at $106K in Q4 2025. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

  • Pinnacle Wealth Planning Services held 451 shares of Dave Inc worth $78.5K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 28 Dave Inc shares in Q1 2026, an estimated $5.44K.
  • Dave Inc made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #939 holding.
  • Pinnacle Wealth Planning Services first reported a position in Dave Inc in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Dave Inc position peaked at $106K in Q4 2025.
  • 272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.