Spire Wealth Management
DAVE icon

Spire Wealth Management’s Dave Inc DAVE Stock Holding History

Spire Wealth Management’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 		$364K Buy
1,132
+100
+10% +$37.1K 0.01% 608
2026
Q2 		$385K Hold
1,032
– – 0.01% 611
2026
Q1 		$180K Buy
1,032
+523
+103% +$102K 0.01% 819
2025
Q4 		$113K Buy
+509
New +$109K ﹤0.01% 954
2025
Q2 		– Sell
-500
Closed -$41.3K – 2416
2025
Q1 		$41.3K Buy
+500
New +$46.9K ﹤0.01% 1349

Other funds holding DAVE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Spire Wealth Management's DAVE Position: Q3 2026 in Review

Spire Wealth Management increased its Dave Inc (DAVE) stake by 9.7% in Q3 2026, buying an estimated $37.1K and bringing the position to 1,132 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #608.

Spire Wealth Management first reported a position in DAVE in Q1 2025 and has held it in 5 quarters since. The position peaked at $385K in Q2 2026. 170 funds tracked by Wall St. Rank hold DAVE as of Q3 2026.

  • Spire Wealth Management held 1,132 shares of Dave Inc worth $364K as of Q3 2026.
  • Spire Wealth Management bought 100 Dave Inc shares in Q3 2026, an estimated $37.1K.
  • Dave Inc made up 0.01% of Spire Wealth Management's portfolio in Q3 2026, its #608 holding.
  • Spire Wealth Management first reported a position in Dave Inc in Q1 2025 and has held it in 5 quarters since.
  • Spire Wealth Management's Dave Inc position peaked at $385K in Q2 2026.
  • 170 funds tracked by Wall St. Rank held Dave Inc as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.