Sierra Summit Advisors
DAVE icon

Sierra Summit Advisors’s Dave Inc DAVE Stock Holding History

Sierra Summit Advisors’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 		– Sell
-4,926
Closed -$1.84M – 189
2026
Q2 		$1.84M Buy
+4,926
New +$1.28M 0.21% 73
2026
Q1 		– Sell
-3,160
Closed -$700K – 189
2025
Q4 		$700K Sell
3,160
-1,581
-33% -$340K 0.11% 133
2025
Q3 		$945K Sell
4,741
-64
-1% -$13.8K 0.14% 97
2025
Q2 		$1.29M Sell
4,805
-3,298
-41% -$520K 0.23% 65
2025
Q1 		$670K Buy
8,103
+2,228
+38% +$209K 0.15% 104
2024
Q4 		$511K Buy
+5,875
New +$394K 0.1% 118

Other funds holding DAVE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Sierra Summit Advisors's DAVE Position: Q3 2026 in Review

Sierra Summit Advisors sold out of Dave Inc (DAVE) in Q3 2026, closing a stake of 4,926 shares — an estimated $1.84M sold.

Sierra Summit Advisors first reported a position in DAVE in Q4 2024 and held it in 6 quarters. The position peaked at $1.84M in Q2 2026. 127 funds tracked by Wall St. Rank hold DAVE as of Q3 2026.

  • Sierra Summit Advisors reported no remaining Dave Inc position as of Q3 2026 after selling out during the quarter.
  • Sierra Summit Advisors sold 4,926 Dave Inc shares in Q3 2026, an estimated $1.84M.
  • Sierra Summit Advisors first reported a position in Dave Inc in Q4 2024 and held it in 6 quarters.
  • Sierra Summit Advisors's Dave Inc position peaked at $1.84M in Q2 2026.
  • 127 funds tracked by Wall St. Rank held Dave Inc as of Q3 2026.

Based on Sierra Summit Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.