RA
DAVE icon

RFG Advisory’s Dave Inc DAVE Stock Holding History

RFG Advisory’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 		$1.15M Buy
+3,075
New +$799K 0.02% 529

Other funds holding DAVE

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

RFG Advisory's DAVE Position: Q2 2026 in Review

RFG Advisory opened a new position in Dave Inc (DAVE) in Q2 2026: 3,075 shares worth $1.15M. The stake represents 0.02% of the portfolio and ranks #529 among its holdings.

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

  • RFG Advisory held 3,075 shares of Dave Inc worth $1.15M as of Q2 2026.
  • Dave Inc was a new RFG Advisory position in Q2 2026.
  • Dave Inc made up 0.02% of RFG Advisory's portfolio in Q2 2026, its #529 holding.
  • 24 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.