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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
Q2 		$130K Sell
348
-103
-23% -$26.8K 0.01% 739
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Pinnacle Wealth Planning Services's DAVE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Dave Inc (DAVE) stake by 23% in Q2 2026, selling an estimated $26.8K and leaving 348 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #739.

Pinnacle Wealth Planning Services first reported a position in DAVE in Q4 2025 and has held it in 3 quarters since. 348 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • Pinnacle Wealth Planning Services held 348 shares of Dave Inc worth $130K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 103 Dave Inc shares in Q2 2026, an estimated $26.8K.
  • Dave Inc made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #739 holding.
  • Pinnacle Wealth Planning Services first reported a position in Dave Inc in Q4 2025 and has held it in 3 quarters since.
  • 348 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.