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Plante Moran Financial Advisors’s Dave Inc DAVE Stock Holding History

Plante Moran Financial 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 		$373 Buy
+1
New +$260 ﹤0.01% 1230

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
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
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
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DB
Danske Bank Copenhagen K, Denmark $50.6B AUM 42.84% 1-Year Est. Return

Plante Moran Financial Advisors's DAVE Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Dave Inc (DAVE) in Q2 2026: 1 share worth $373. The stake represents ﹤0.01% of the portfolio and ranks #1230 among its holdings.

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

  • Plante Moran Financial Advisors held 1 share of Dave Inc worth $373 as of Q2 2026.
  • Dave Inc was a new Plante Moran Financial Advisors position in Q2 2026.
  • Dave Inc made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1230 holding.
  • 141 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.