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
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

HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
BlackRock
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stifel Financial's DAVE Position: Q1 2026 in Review

Stifel Financial reduced its Dave Inc (DAVE) stake by 4.5% in Q1 2026, selling an estimated $70.7K and leaving 7,672 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #2247.

Stifel Financial first reported a position in DAVE in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.78M in Q4 2025. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

  • Stifel Financial held 7,672 shares of Dave Inc worth $1.34M as of Q1 2026.
  • Stifel Financial sold 364 Dave Inc shares in Q1 2026, an estimated $70.7K.
  • Dave Inc made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2247 holding.
  • Stifel Financial first reported a position in Dave Inc in Q3 2025 and has held it in 3 quarters since.
  • Stifel Financial's Dave Inc position peaked at $1.78M in Q4 2025.
  • 272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.