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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
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

HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SBI Securities's DAVE Position: Q1 2026 in Review

SBI Securities reduced its Dave Inc (DAVE) stake by 38% in Q1 2026, selling an estimated $218K and leaving 1,812 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #512.

SBI Securities first reported a position in DAVE in Q4 2024 and has held it in 6 quarters since. The position peaked at $649K in Q4 2025. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

  • SBI Securities held 1,812 shares of Dave Inc worth $315K as of Q1 2026.
  • SBI Securities sold 1,121 Dave Inc shares in Q1 2026, an estimated $218K.
  • Dave Inc made up 0.01% of SBI Securities's portfolio in Q1 2026, its #512 holding.
  • SBI Securities first reported a position in Dave Inc in Q4 2024 and has held it in 6 quarters since.
  • SBI Securities's Dave Inc position peaked at $649K in Q4 2025.
  • 272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on SBI Securities's 13F filing for Q1 2026, filed 28 Apr 2026.