SOW
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State of Wyoming’s Dave Inc DAVE Stock Holding History

State of Wyoming’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 		$1.94M Buy
5,203
+3,022
+139% +$786K 0.2% 44
2026
Q1 		$380K Buy
2,181
+729
+50% +$142K 0.05% 517
2025
Q4 		$321K Buy
1,452
+525
+57% +$113K 0.04% 673
2025
Q3 		$185K Buy
927
+354
+62% +$76.4K 0.02% 1001
2025
Q2 		$154K Sell
573
-1,919
-77% -$302K 0.02% 1079
2025
Q1 		$206K Sell
2,492
-3,924
-61% -$368K 0.03% 782
2024
Q4 		$558K Buy
+6,416
New +$430K 0.07% 209

Other funds holding DAVE

Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

State of Wyoming's DAVE Position: Q2 2026 in Review

State of Wyoming increased its Dave Inc (DAVE) stake by 139% in Q2 2026, buying an estimated $786K and bringing the position to 5,203 shares worth $1.94M. The position accounts for 0.2% of the portfolio, ranked #44.

State of Wyoming first reported a position in DAVE in Q4 2024 and has held it in 7 quarters since. 105 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • State of Wyoming held 5,203 shares of Dave Inc worth $1.94M as of Q2 2026.
  • State of Wyoming bought 3,022 Dave Inc shares in Q2 2026, an estimated $786K.
  • Dave Inc made up 0.2% of State of Wyoming's portfolio in Q2 2026, its #44 holding.
  • State of Wyoming first reported a position in Dave Inc in Q4 2024 and has held it in 7 quarters since.
  • 105 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on State of Wyoming's 13F filing for Q2 2026, filed 6 Aug 2026.