Principal Financial Group
DAVE icon

Principal Financial Group’s Dave Inc DAVE Stock Holding History

Principal Financial Group’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 		$18.9M Buy
+50,706
New +$13.2M 0.01% 1026
2026
Q1 		– Sell
-55,785
Closed -$12.4M – 2212
2025
Q4 		$12.4M Sell
55,785
-12,007
-18% -$2.58M 0.01% 1171
2025
Q3 		$13.5M Buy
67,792
+12,555
+23% +$2.71M 0.01% 1112
2025
Q2 		$14.8M Buy
+55,237
New +$8.71M 0.01% 1031

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

Principal Financial Group's DAVE Position: Q2 2026 in Review

Principal Financial Group opened a new position in Dave Inc (DAVE) in Q2 2026: 50,706 shares worth $18.9M. The stake represents 0.01% of the portfolio and ranks #1026 among its holdings. This is a return to the name: Principal Financial Group previously reported a position in DAVE as recently as Q4 2025.

Principal Financial Group first reported a position in DAVE in Q2 2025 and has held it in 4 quarters since. 348 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • Principal Financial Group held 50,706 shares of Dave Inc worth $18.9M as of Q2 2026.
  • Dave Inc was a new Principal Financial Group position in Q2 2026.
  • Dave Inc made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #1026 holding.
  • Principal Financial Group first reported a position in Dave Inc in Q2 2025 and has held it in 4 quarters since.
  • 348 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.