TFG
DAVE icon

Team Financial Group’s Dave Inc DAVE Stock Holding History

Team Financial Group’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 		– Sell
-269
Closed -$46.8K – 96
2026
Q1 		$46.8K Hold
269
– – 0.02% 120
2025
Q4 		$59.6K Hold
269
– – 0.03% 93
2025
Q3 		$53.6K Buy
+269
New +$58.1K 0.02% 92
2023
Q4 		– Sell
-1,007
Closed -$6.24K – 224
2023
Q3 		$6.24K Buy
+1,007
New +$6.46K 0.01% 128

Other funds holding DAVE

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Team Financial Group's DAVE Position: Q2 2026 in Review

Team Financial Group sold out of Dave Inc (DAVE) in Q2 2026, closing a stake of 269 shares — an estimated $46.8K sold.

Team Financial Group first reported a position in DAVE in Q3 2023 and held it in 4 quarters. The position peaked at $59.6K in Q4 2025. 24 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • Team Financial Group reported no remaining Dave Inc position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 269 Dave Inc shares in Q2 2026, an estimated $46.8K.
  • Team Financial Group first reported a position in Dave Inc in Q3 2023 and held it in 4 quarters.
  • Team Financial Group's Dave Inc position peaked at $59.6K in Q4 2025.
  • 24 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.