Rossby Financial
DAVE icon

Rossby Financial’s Dave Inc DAVE Stock Holding History

Rossby Financial’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 		$643 Sell
2
-1
-33% -$371 ﹤0.01% 2291
2026
Q2 		$1.12K Sell
3
-2
-40% -$520 ﹤0.01% 1883
2026
Q1 		$867 Buy
+5
New +$971 ﹤0.01% 2021

Other funds holding DAVE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Rossby Financial's DAVE Position: Q3 2026 in Review

Rossby Financial reduced its Dave Inc (DAVE) stake by 33% in Q3 2026, selling an estimated $371 and leaving 2 shares worth $643. The position accounts for ﹤0.01% of the portfolio, ranked #2291.

Rossby Financial first reported a position in DAVE in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.12K in Q2 2026. 237 funds tracked by Wall St. Rank hold DAVE as of Q3 2026.

  • Rossby Financial held 2 shares of Dave Inc worth $643 as of Q3 2026.
  • Rossby Financial sold 1 Dave Inc share in Q3 2026, an estimated $371.
  • Dave Inc made up ﹤0.01% of Rossby Financial's portfolio in Q3 2026, its #2291 holding.
  • Rossby Financial first reported a position in Dave Inc in Q1 2026 and has held it in 3 quarters since.
  • Rossby Financial's Dave Inc position peaked at $1.12K in Q2 2026.
  • 237 funds tracked by Wall St. Rank held Dave Inc as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.