Root Financial Partners
DAVE icon

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
Q3 		$10.6K Buy
+33
New +$12.2K ﹤0.01% 1883
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

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Harbour Capital Advisors
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return

Root Financial Partners's DAVE Position: Q3 2026 in Review

Root Financial Partners opened a new position in Dave Inc (DAVE) in Q3 2026: 33 shares worth $10.6K. The stake represents ﹤0.01% of the portfolio and ranks #1883 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DAVE as recently as Q1 2026.

Root Financial Partners first reported a position in DAVE in Q3 2025 and has held it in 4 quarters since. 36 funds tracked by Wall St. Rank hold DAVE as of Q3 2026.

  • Root Financial Partners held 33 shares of Dave Inc worth $10.6K as of Q3 2026.
  • Dave Inc was a new Root Financial Partners position in Q3 2026.
  • Dave Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1883 holding.
  • Root Financial Partners first reported a position in Dave Inc in Q3 2025 and has held it in 4 quarters since.
  • 36 funds tracked by Wall St. Rank held Dave Inc as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.