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 Q2	$1.12M	Buy	2,999 +1,382	+85%	+$359K	﹤0.01%	3923
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

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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 New York $1.21T AUM 78.12% 1-Year Est. Return

Raymond James Financial's DAVE Position: Q2 2026 in Review

Raymond James Financial increased its Dave Inc (DAVE) stake by 85% in Q2 2026, buying an estimated $359K and bringing the position to 2,999 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #3923.

Raymond James Financial first reported a position in DAVE in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.91M in Q2 2025. 348 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

Raymond James Financial held 2,999 shares of Dave Inc worth $1.12M as of Q2 2026.
Raymond James Financial bought 1,382 Dave Inc shares in Q2 2026, an estimated $359K.
Dave Inc made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3923 holding.
Raymond James Financial first reported a position in Dave Inc in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's Dave Inc position peaked at $5.91M in Q2 2025.
348 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.