Smartleaf Asset Management’s Dave Inc DAVE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$13.4K Hold
36
﹤0.01% 2228
2026
Q1
$6.1K Buy
36
+26
+260% +$5.05K ﹤0.01% 2575
2025
Q4
$2.21K Sell
10
-1
-9% -$215 ﹤0.01% 2957
2025
Q3
$2.32K Buy
+11
New +$2.38K ﹤0.01% 2580

Other funds holding DAVE

Smartleaf Asset Management's DAVE Position: Q2 2026 in Review

Smartleaf Asset Management held its Dave Inc (DAVE) position steady in Q2 2026 at 36 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2228.

Smartleaf Asset Management first reported a position in DAVE in Q3 2025 and has held it in 4 quarters since. 348 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • Smartleaf Asset Management held 36 shares of Dave Inc worth $13.4K as of Q2 2026.
  • Smartleaf Asset Management left its Dave Inc share count unchanged in Q2 2026.
  • Dave Inc made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2228 holding.
  • Smartleaf Asset Management first reported a position in Dave Inc in Q3 2025 and has held it in 4 quarters since.
  • 348 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.