SBK Financial’s Dave Inc DAVE Stock Holding History

SBK 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 Q2	–	Sell	-11	Closed	-$1.92K	–	269
2026 Q1	$1.92K	Buy	+11	New	+$2.14K	﹤0.01%	333

Other funds holding DAVE

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

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

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

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

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

SBK Financial's DAVE Position: Q2 2026 in Review

SBK Financial sold out of Dave Inc (DAVE) in Q2 2026, closing a stake of 11 shares — an estimated $1.92K sold.

SBK Financial first reported a position in DAVE in Q1 2026 and held it in 1 quarter. The position peaked at $1.92K in Q1 2026. 348 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

SBK Financial reported no remaining Dave Inc position as of Q2 2026 after selling out during the quarter.
SBK Financial sold 11 Dave Inc shares in Q2 2026, an estimated $1.92K.
SBK Financial first reported a position in Dave Inc in Q1 2026 and held it in 1 quarter.
SBK Financial's Dave Inc position peaked at $1.92K in Q1 2026.
348 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on SBK Financial's 13F filing for Q2 2026, filed 2 Nov 2026.