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Strategic Wealth Partners’s Dave Inc DAVE Stock Holding History

Strategic Wealth Partners’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 		$3.73K Buy
+10
New +$2.6K ﹤0.01% 1107
2026
Q1 		– Sell
-6
Closed -$1.33K – 1495
2025
Q4 		$1.33K Buy
+6
New +$1.29K ﹤0.01% 1250

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

Strategic Wealth Partners's DAVE Position: Q2 2026 in Review

Strategic Wealth Partners opened a new position in Dave Inc (DAVE) in Q2 2026: 10 shares worth $3.73K. The stake represents ﹤0.01% of the portfolio and ranks #1107 among its holdings. This is a return to the name: Strategic Wealth Partners previously reported a position in DAVE as recently as Q4 2025.

Strategic Wealth Partners first reported a position in DAVE in Q4 2025 and has held it in 2 quarters since. 348 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • Strategic Wealth Partners held 10 shares of Dave Inc worth $3.73K as of Q2 2026.
  • Dave Inc was a new Strategic Wealth Partners position in Q2 2026.
  • Dave Inc made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1107 holding.
  • Strategic Wealth Partners first reported a position in Dave Inc in Q4 2025 and has held it in 2 quarters since.
  • 348 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.