SGI
DAVE icon

Summit Global Investments’s Dave Inc DAVE Stock Holding History

Summit Global Investments’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 		$329K Buy
+883
New +$230K 0.02% 427

Other funds holding DAVE

Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

Summit Global Investments's DAVE Position: Q2 2026 in Review

Summit Global Investments opened a new position in Dave Inc (DAVE) in Q2 2026: 883 shares worth $329K. The stake represents 0.02% of the portfolio and ranks #427 among its holdings.

85 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • Summit Global Investments held 883 shares of Dave Inc worth $329K as of Q2 2026.
  • Dave Inc was a new Summit Global Investments position in Q2 2026.
  • Dave Inc made up 0.02% of Summit Global Investments's portfolio in Q2 2026, its #427 holding.
  • 85 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.