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Rothschild Investment LLC’s Dave Inc DAVE Stock Holding History

Rothschild Investment LLC’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 		$6.33K Buy
17
+1
+6% +$260 ﹤0.01% 2149
2026
Q1 		$2.79K Buy
16
+6
+60% +$1.17K ﹤0.01% 2381
2025
Q4 		$2.21K Sell
10
-2
-17% -$430 ﹤0.01% 2318
2025
Q3 		$2.39K Sell
12
-6
-33% -$1.3K ﹤0.01% 2113
2025
Q2 		$4.83K Buy
+18
New +$2.84K ﹤0.01% 1528

Other funds holding DAVE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Rothschild Investment LLC's DAVE Position: Q2 2026 in Review

Rothschild Investment LLC increased its Dave Inc (DAVE) stake by 6.3% in Q2 2026, buying an estimated $260 and bringing the position to 17 shares worth $6.33K. The position accounts for ﹤0.01% of the portfolio, ranked #2149.

Rothschild Investment LLC first reported a position in DAVE in Q2 2025 and has held it in 5 quarters since. 128 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • Rothschild Investment LLC held 17 shares of Dave Inc worth $6.33K as of Q2 2026.
  • Rothschild Investment LLC bought 1 Dave Inc share in Q2 2026, an estimated $260.
  • Dave Inc made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2149 holding.
  • Rothschild Investment LLC first reported a position in Dave Inc in Q2 2025 and has held it in 5 quarters since.
  • 128 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.