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Richmond Investment Services’s Dave Inc DAVE Stock Holding History

Richmond Investment Services’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
2025
Q3 		– Sell
-2,008
Closed -$539K – 226
2025
Q2 		$539K Buy
+2,008
New +$316K 0.11% 118

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DCM
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WCA
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Geode Capital Management
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American Century Companies
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Richmond Investment Services's DAVE Position: Q3 2025 in Review

Richmond Investment Services sold out of Dave Inc (DAVE) in Q3 2025, closing a stake of 2,008 shares — an estimated $539K sold.

Richmond Investment Services first reported a position in DAVE in Q2 2025 and held it in 1 quarter. The position peaked at $539K in Q2 2025. 268 funds tracked by Wall St. Rank hold DAVE as of Q3 2025.

  • Richmond Investment Services reported no remaining Dave Inc position as of Q3 2025 after selling out during the quarter.
  • Richmond Investment Services sold 2,008 Dave Inc shares in Q3 2025, an estimated $539K.
  • Richmond Investment Services first reported a position in Dave Inc in Q2 2025 and held it in 1 quarter.
  • Richmond Investment Services's Dave Inc position peaked at $539K in Q2 2025.
  • 268 funds tracked by Wall St. Rank held Dave Inc as of Q3 2025.

Based on Richmond Investment Services's 13F filing for Q3 2025, filed 12 Nov 2025.