Rockefeller Capital Management
DAVE icon

Rockefeller Capital Management’s Dave Inc DAVE Stock Holding History

Rockefeller Capital 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
Q2 		$984K Buy
2,641
+135
+5% +$35.1K ﹤0.01% 1708
2026
Q1 		$436K Buy
2,506
+2,439
+3,640% +$474K ﹤0.01% 2049
2025
Q4 		$14.8K Buy
+67
New +$14.4K ﹤0.01% 3644
2022
Q2 		– Sell
-10
Closed -$2K – 4151
2022
Q1 		$2K Buy
+10
New +$2.41K ﹤0.01% 3586

Other funds holding DAVE

BlackRock
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Rockefeller Capital Management's DAVE Position: Q2 2026 in Review

Rockefeller Capital Management increased its Dave Inc (DAVE) stake by 5.4% in Q2 2026, buying an estimated $35.1K and bringing the position to 2,641 shares worth $984K. The position accounts for ﹤0.01% of the portfolio, ranked #1708.

Rockefeller Capital Management first reported a position in DAVE in Q1 2022 and has held it in 4 quarters since. 348 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • Rockefeller Capital Management held 2,641 shares of Dave Inc worth $984K as of Q2 2026.
  • Rockefeller Capital Management bought 135 Dave Inc shares in Q2 2026, an estimated $35.1K.
  • Dave Inc made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1708 holding.
  • Rockefeller Capital Management first reported a position in Dave Inc in Q1 2022 and has held it in 4 quarters since.
  • 348 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.