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DAVE icon

SBI Securities’s Dave Inc DAVE Stock Holding History

SBI Securities’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 		$665K Sell
1,785
-27
-1% -$7.02K 0.02% 355
2026
Q1 		$315K Sell
1,812
-1,121
-38% -$218K 0.01% 512
2025
Q4 		$649K Buy
2,933
+109
+4% +$23.4K 0.02% 342
2025
Q3 		$563K Buy
2,824
+871
+45% +$188K 0.01% 364
2025
Q2 		$524K Buy
1,953
+60
+3% +$9.46K 0.02% 358
2025
Q1 		$156K Sell
1,893
-36
-2% -$3.37K 0.01% 599
2024
Q4 		$168K Buy
+1,929
New +$129K 0.01% 591

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

SBI Securities's DAVE Position: Q2 2026 in Review

SBI Securities reduced its Dave Inc (DAVE) stake by 1.5% in Q2 2026, selling an estimated $7.02K and leaving 1,785 shares worth $665K. The position accounts for 0.02% of the portfolio, ranked #355.

SBI Securities first reported a position in DAVE in Q4 2024 and has held it in 7 quarters since. 348 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • SBI Securities held 1,785 shares of Dave Inc worth $665K as of Q2 2026.
  • SBI Securities sold 27 Dave Inc shares in Q2 2026, an estimated $7.02K.
  • Dave Inc made up 0.02% of SBI Securities's portfolio in Q2 2026, its #355 holding.
  • SBI Securities first reported a position in Dave Inc in Q4 2024 and has held it in 7 quarters since.
  • 348 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.