SIS
DAVE icon

Sound Income Strategies’s Dave Inc DAVE Stock Holding History

Sound Income Strategies’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 		– Sell
-30
Closed -$5.82K – 2621
2025
Q4 		$5.82K Hold
30
– – ﹤0.01% 1737
2025
Q3 		$6.2K Hold
30
– – ﹤0.01% 1118
2025
Q2 		$8.05K Buy
+30
New +$4.73K ﹤0.01% 991

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 $6.73T AUM 46.02% 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 $1.88T AUM 44.46% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sound Income Strategies's DAVE Position: Q1 2026 in Review

Sound Income Strategies sold out of Dave Inc (DAVE) in Q1 2026, closing a stake of 30 shares — an estimated $5.82K sold.

Sound Income Strategies first reported a position in DAVE in Q2 2025 and held it in 3 quarters. The position peaked at $8.05K in Q2 2025. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

  • Sound Income Strategies reported no remaining Dave Inc position as of Q1 2026 after selling out during the quarter.
  • Sound Income Strategies sold 30 Dave Inc shares in Q1 2026, an estimated $5.82K.
  • Sound Income Strategies first reported a position in Dave Inc in Q2 2025 and held it in 3 quarters.
  • Sound Income Strategies's Dave Inc position peaked at $8.05K in Q2 2025.
  • 272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on Sound Income Strategies's 13F filing for Q1 2026, filed 27 Apr 2026.