Raymond James Financial
DAVE icon

Raymond James Financial’s Dave Inc DAVE Stock Holding History

Raymond James Financial’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 		$282K Sell
1,617
-340
-17% -$66K ﹤0.01% 4690
2025
Q4 		$433K Buy
1,957
+457
+30% +$98.3K ﹤0.01% 4361
2025
Q3 		$299K Sell
1,500
-20,533
-93% -$4.43M ﹤0.01% 4414
2025
Q2 		$5.91M Buy
22,033
+8,978
+69% +$1.42M ﹤0.01% 2259
2025
Q1 		$1.08M Sell
13,055
-4,463
-25% -$418K ﹤0.01% 3435
2024
Q4 		$1.52M Buy
+17,518
New +$1.17M ﹤0.01% 3165

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

Raymond James Financial's DAVE Position: Q1 2026 in Review

Raymond James Financial reduced its Dave Inc (DAVE) stake by 17% in Q1 2026, selling an estimated $66K and leaving 1,617 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #4690.

Raymond James Financial first reported a position in DAVE in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.91M in Q2 2025. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

  • Raymond James Financial held 1,617 shares of Dave Inc worth $282K as of Q1 2026.
  • Raymond James Financial sold 340 Dave Inc shares in Q1 2026, an estimated $66K.
  • Dave Inc made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4690 holding.
  • Raymond James Financial first reported a position in Dave Inc in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Dave Inc position peaked at $5.91M in Q2 2025.
  • 272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.