RFP
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Root Financial Partners’s Dave Inc DAVE Stock Holding History

Root Financial Partners’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 		– Sell
-21
Closed -$3.66K – 1082
2026
Q1 		$3.66K Buy
21
+8
+62% +$1.55K ﹤0.01% 2069
2025
Q4 		$2.88K Buy
13
+3
+30% +$645 ﹤0.01% 1913
2025
Q3 		$1.99K Buy
+10
New +$2.16K ﹤0.01% 1957

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

Root Financial Partners's DAVE Position: Q2 2026 in Review

Root Financial Partners sold out of Dave Inc (DAVE) in Q2 2026, closing a stake of 21 shares — an estimated $3.66K sold.

Root Financial Partners first reported a position in DAVE in Q3 2025 and held it in 3 quarters. The position peaked at $3.66K in Q1 2026. 348 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • Root Financial Partners reported no remaining Dave Inc position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 21 Dave Inc shares in Q2 2026, an estimated $3.66K.
  • Root Financial Partners first reported a position in Dave Inc in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Dave Inc position peaked at $3.66K in Q1 2026.
  • 348 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.