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Sunbelt Securities’s Dave Inc DAVE Stock Holding History

Sunbelt Securities’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 		$522 Hold
3
– – ﹤0.01% 2279
2025
Q4 		$664 Hold
3
– – ﹤0.01% 2163
2025
Q3 		$598 Buy
+3
New +$648 ﹤0.01% 2179

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

Sunbelt Securities's DAVE Position: Q1 2026 in Review

Sunbelt Securities held its Dave Inc (DAVE) position steady in Q1 2026 at 3 shares worth $522. The position accounts for ﹤0.01% of the portfolio, ranked #2279.

Sunbelt Securities first reported a position in DAVE in Q3 2025 and has held it in 3 quarters since. The position peaked at $664 in Q4 2025. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

  • Sunbelt Securities held 3 shares of Dave Inc worth $522 as of Q1 2026.
  • Sunbelt Securities left its Dave Inc share count unchanged in Q1 2026.
  • Dave Inc made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2279 holding.
  • Sunbelt Securities first reported a position in Dave Inc in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Dave Inc position peaked at $664 in Q4 2025.
  • 272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.