Sigma Planning Corp’s Dave Inc DAVE Stock Holding History

Sigma Planning Corp’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
2025 Q3	–	Sell	-1,582	Closed	-$425K	–	1315
2025 Q2	$425K	Buy	+1,582	New	+$249K	0.01%	848

Other funds holding DAVE

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Sigma Planning Corp's DAVE Position: Q3 2025 in Review

Sigma Planning Corp sold out of Dave Inc (DAVE) in Q3 2025, closing a stake of 1,582 shares — an estimated $425K sold.

Sigma Planning Corp first reported a position in DAVE in Q2 2025 and held it in 1 quarter. The position peaked at $425K in Q2 2025. 268 funds tracked by Wall St. Rank hold DAVE as of Q3 2025.

Sigma Planning Corp reported no remaining Dave Inc position as of Q3 2025 after selling out during the quarter.
Sigma Planning Corp sold 1,582 Dave Inc shares in Q3 2025, an estimated $425K.
Sigma Planning Corp first reported a position in Dave Inc in Q2 2025 and held it in 1 quarter.
Sigma Planning Corp's Dave Inc position peaked at $425K in Q2 2025.
268 funds tracked by Wall St. Rank held Dave Inc as of Q3 2025.

Based on Sigma Planning Corp's 13F filing for Q3 2025, filed 10 Nov 2025.