TFG
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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
Q3 		$86.5K Buy
+269
New +$100K 0.03% 93
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Team Financial Group's DAVE Position: Q3 2026 in Review

Team Financial Group opened a new position in Dave Inc (DAVE) in Q3 2026: 269 shares worth $86.5K. The stake represents 0.03% of the portfolio and ranks #93 among its holdings. This is a return to the name: Team Financial Group previously reported a position in DAVE as recently as Q1 2026.

Team Financial Group first reported a position in DAVE in Q3 2023 and has held it in 5 quarters since. 170 funds tracked by Wall St. Rank hold DAVE as of Q3 2026.

  • Team Financial Group held 269 shares of Dave Inc worth $86.5K as of Q3 2026.
  • Dave Inc was a new Team Financial Group position in Q3 2026.
  • Dave Inc made up 0.03% of Team Financial Group's portfolio in Q3 2026, its #93 holding.
  • Team Financial Group first reported a position in Dave Inc in Q3 2023 and has held it in 5 quarters since.
  • 170 funds tracked by Wall St. Rank held Dave Inc as of Q3 2026.

Based on Team Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.