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
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

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

Rockefeller Capital Management's DAVE Position: Q1 2026 in Review

Rockefeller Capital Management increased its Dave Inc (DAVE) stake by 3,640% in Q1 2026, buying an estimated $474K and bringing the position to 2,506 shares worth $436K. The position accounts for ﹤0.01% of the portfolio, ranked #2049.

Rockefeller Capital Management first reported a position in DAVE in Q1 2022 and has held it in 3 quarters since. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

  • Rockefeller Capital Management held 2,506 shares of Dave Inc worth $436K as of Q1 2026.
  • Rockefeller Capital Management bought 2,439 Dave Inc shares in Q1 2026, an estimated $474K.
  • Dave Inc made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2049 holding.
  • Rockefeller Capital Management first reported a position in Dave Inc in Q1 2022 and has held it in 3 quarters since.
  • 272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

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