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 Q2	$11.6K	Hold	31	–	–	﹤0.01%	3668
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Steward Partners Investment Advisory's DAVE Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Dave Inc (DAVE) position steady in Q2 2026 at 31 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3668.

Steward Partners Investment Advisory first reported a position in DAVE in Q1 2022 and has held it in 18 quarters since. 348 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

Steward Partners Investment Advisory held 31 shares of Dave Inc worth $11.6K as of Q2 2026.
Steward Partners Investment Advisory left its Dave Inc share count unchanged in Q2 2026.
Dave Inc made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3668 holding.
Steward Partners Investment Advisory first reported a position in Dave Inc in Q1 2022 and has held it in 18 quarters since.
348 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.