Steward Partners Investment Advisory’s Dave Inc DAVE Stock Holding History

Steward Partners Investment Advisory’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	$5.4K	Hold	31	–	–	﹤0.01%	3768
2025 Q4	$6.86K	Hold	31	–	–	﹤0.01%	3591
2025 Q3	$6.18K	Hold	31	–	–	﹤0.01%	3586
2025 Q2	$8.32K	Hold	31	–	–	﹤0.01%	3294
2025 Q1	$2.56K	Hold	31	–	–	﹤0.01%	3589
2024 Q4	$2.69K	Sell	31 -7	-18%	-$469	﹤0.01%	3563
2024 Q3	$1.52K	Buy	38 +7	+23%	+$253	﹤0.01%	3485
2024 Q2	$939	Hold	31	–	–	﹤0.01%	3398
2024 Q1	$1.15K	Hold	31	–	–	﹤0.01%	3359
2023 Q4	$260	Hold	31	–	–	﹤0.01%	3395
2023 Q3	$192	Hold	31	–	–	﹤0.01%	3296
2023 Q2	$165	Hold	31	–	–	﹤0.01%	3248
2023 Q1	$188	Hold	31	–	–	﹤0.01%	3231
2022 Q4	$290	Hold	31	–	–	﹤0.01%	3233
2022 Q3	$0	Hold	31	–	–	﹤0.01%	3253
2022 Q2	$1K	Hold	31	–	–	﹤0.01%	3102
2022 Q1	$7K	Buy	+31	New	+$7.46K	﹤0.01%	2765

Other funds holding DAVE

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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 New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Steward Partners Investment Advisory's DAVE Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Dave Inc (DAVE) position steady in Q1 2026 at 31 shares worth $5.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3768.

Steward Partners Investment Advisory first reported a position in DAVE in Q1 2022 and has held it in 17 quarters since. The position peaked at $8.32K in Q2 2025. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

Steward Partners Investment Advisory held 31 shares of Dave Inc worth $5.4K as of Q1 2026.
Steward Partners Investment Advisory left its Dave Inc share count unchanged in Q1 2026.
Dave Inc made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3768 holding.
Steward Partners Investment Advisory first reported a position in Dave Inc in Q1 2022 and has held it in 17 quarters since.
Steward Partners Investment Advisory's Dave Inc position peaked at $8.32K in Q2 2025.
272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.