RWM
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Rialto Wealth Management’s Dave Inc DAVE Stock Holding History

Rialto Wealth Management’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 		$175 Hold
1
– – ﹤0.01% 1620
2025
Q4 		$222 Buy
+1
New +$215 ﹤0.01% 1507

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

Rialto Wealth Management's DAVE Position: Q1 2026 in Review

Rialto Wealth Management held its Dave Inc (DAVE) position steady in Q1 2026 at 1 share worth $175. The position accounts for ﹤0.01% of the portfolio, ranked #1620.

Rialto Wealth Management first reported a position in DAVE in Q4 2025 and has held it in 2 quarters since. The position peaked at $222 in Q4 2025. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

  • Rialto Wealth Management held 1 share of Dave Inc worth $175 as of Q1 2026.
  • Rialto Wealth Management left its Dave Inc share count unchanged in Q1 2026.
  • Dave Inc made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1620 holding.
  • Rialto Wealth Management first reported a position in Dave Inc in Q4 2025 and has held it in 2 quarters since.
  • Rialto Wealth Management's Dave Inc position peaked at $222 in Q4 2025.
  • 272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.