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Swiss Life Asset Management’s Dave Inc DAVE Stock Holding History

Swiss Life Asset Management’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 		$456K Sell
1,225
-268
-18% -$69.7K ﹤0.01% 1012
2026
Q1 		$260K Buy
1,493
+167
+13% +$32.4K ﹤0.01% 1209
2025
Q4 		$294K Buy
+1,326
New +$285K ﹤0.01% 1033

Other funds holding DAVE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Swiss Life Asset Management's DAVE Position: Q2 2026 in Review

Swiss Life Asset Management reduced its Dave Inc (DAVE) stake by 18% in Q2 2026, selling an estimated $69.7K and leaving 1,225 shares worth $456K. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

Swiss Life Asset Management first reported a position in DAVE in Q4 2025 and has held it in 3 quarters since. 225 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • Swiss Life Asset Management held 1,225 shares of Dave Inc worth $456K as of Q2 2026.
  • Swiss Life Asset Management sold 268 Dave Inc shares in Q2 2026, an estimated $69.7K.
  • Dave Inc made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #1012 holding.
  • Swiss Life Asset Management first reported a position in Dave Inc in Q4 2025 and has held it in 3 quarters since.
  • 225 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.