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Silver Oak Wealth Advisors Services’s Dave Inc DAVE Stock Holding History

Silver Oak Wealth Advisors Services’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 		$309K Sell
1,776
-90
-5% -$17.5K 0.2% 30
2025
Q4 		$413K Hold
1,866
– – 0.27% 26
2025
Q3 		$372K Hold
1,866
– – 0.25% 27
2025
Q2 		$501K Buy
+1,866
New +$294K 0.36% 26

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

Silver Oak Wealth Advisors Services's DAVE Position: Q1 2026 in Review

Silver Oak Wealth Advisors Services reduced its Dave Inc (DAVE) stake by 4.8% in Q1 2026, selling an estimated $17.5K and leaving 1,776 shares worth $309K. The position accounts for 0.2% of the portfolio, ranked #30.

Silver Oak Wealth Advisors Services first reported a position in DAVE in Q2 2025 and has held it in 4 quarters since. The position peaked at $501K in Q2 2025. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

  • Silver Oak Wealth Advisors Services held 1,776 shares of Dave Inc worth $309K as of Q1 2026.
  • Silver Oak Wealth Advisors Services sold 90 Dave Inc shares in Q1 2026, an estimated $17.5K.
  • Dave Inc made up 0.2% of Silver Oak Wealth Advisors Services's portfolio in Q1 2026, its #30 holding.
  • Silver Oak Wealth Advisors Services first reported a position in Dave Inc in Q2 2025 and has held it in 4 quarters since.
  • Silver Oak Wealth Advisors Services's Dave Inc position peaked at $501K in Q2 2025.
  • 272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on Silver Oak Wealth Advisors Services's 13F filing for Q1 2026, filed 29 Apr 2026.