SWM
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
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

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Spire Wealth Management's DAVE Position: Q2 2026 in Review

Spire Wealth Management held its Dave Inc (DAVE) position steady in Q2 2026 at 1,032 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #611.

Spire Wealth Management first reported a position in DAVE in Q1 2025 and has held it in 4 quarters since. 24 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • Spire Wealth Management held 1,032 shares of Dave Inc worth $385K as of Q2 2026.
  • Spire Wealth Management left its Dave Inc share count unchanged in Q2 2026.
  • Dave Inc made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #611 holding.
  • Spire Wealth Management first reported a position in Dave Inc in Q1 2025 and has held it in 4 quarters since.
  • 24 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.