Stifel Financial
DAVE icon

Stifel Financial’s Dave Inc DAVE Stock Holding History

Stifel Financial’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 		$2.77M Sell
7,423
-249
-3% -$64.7K ﹤0.01% 1832
2026
Q1 		$1.34M Sell
7,672
-364
-5% -$70.7K ﹤0.01% 2247
2025
Q4 		$1.78M Buy
8,036
+2,160
+37% +$465K ﹤0.01% 2010
2025
Q3 		$1.17M Buy
+5,876
New +$1.27M ﹤0.01% 2298

Other funds holding DAVE

BlackRock
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Stifel Financial's DAVE Position: Q2 2026 in Review

Stifel Financial reduced its Dave Inc (DAVE) stake by 3.2% in Q2 2026, selling an estimated $64.7K and leaving 7,423 shares worth $2.77M. The position accounts for ﹤0.01% of the portfolio, ranked #1832.

Stifel Financial first reported a position in DAVE in Q3 2025 and has held it in 4 quarters since. 348 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • Stifel Financial held 7,423 shares of Dave Inc worth $2.77M as of Q2 2026.
  • Stifel Financial sold 249 Dave Inc shares in Q2 2026, an estimated $64.7K.
  • Dave Inc made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1832 holding.
  • Stifel Financial first reported a position in Dave Inc in Q3 2025 and has held it in 4 quarters since.
  • 348 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.