Salomon & Ludwin’s Dave Inc DAVE Stock Holding History

Salomon & Ludwin’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	$28K	Hold	87	–	–	﹤0.01%	751
2026 Q2	$33.3K	Buy	+87	New	+$22.6K	﹤0.01%	785

Other funds holding DAVE

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return

Salomon & Ludwin's DAVE Position: Q3 2026 in Review

Salomon & Ludwin held its Dave Inc (DAVE) position steady in Q3 2026 at 87 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #751.

Salomon & Ludwin first reported a position in DAVE in Q2 2026 and has held it in 2 quarters since. The position peaked at $33.3K in Q2 2026. 190 funds tracked by Wall St. Rank hold DAVE as of Q3 2026.

Salomon & Ludwin held 87 shares of Dave Inc worth $28K as of Q3 2026.
Salomon & Ludwin left its Dave Inc share count unchanged in Q3 2026.
Dave Inc made up ﹤0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #751 holding.
Salomon & Ludwin first reported a position in Dave Inc in Q2 2026 and has held it in 2 quarters since.
Salomon & Ludwin's Dave Inc position peaked at $33.3K in Q2 2026.
190 funds tracked by Wall St. Rank held Dave Inc as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.