TFA
DAVE icon

Toth Financial Advisory’s Dave Inc DAVE Stock Holding History

Toth Financial Advisory’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 		$2M Buy
+5,375
New +$1.4M 0.2% 108
2026
Q1 		– Sell
-1,400
Closed -$310K – 953
2025
Q4 		$310K Buy
+1,400
New +$301K 0.03% 190

Other funds holding DAVE

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 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
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Toth Financial Advisory's DAVE Position: Q2 2026 in Review

Toth Financial Advisory opened a new position in Dave Inc (DAVE) in Q2 2026: 5,375 shares worth $2M. The stake represents 0.2% of the portfolio and ranks #108 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in DAVE as recently as Q4 2025.

Toth Financial Advisory first reported a position in DAVE in Q4 2025 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • Toth Financial Advisory held 5,375 shares of Dave Inc worth $2M as of Q2 2026.
  • Dave Inc was a new Toth Financial Advisory position in Q2 2026.
  • Dave Inc made up 0.2% of Toth Financial Advisory's portfolio in Q2 2026, its #108 holding.
  • Toth Financial Advisory first reported a position in Dave Inc in Q4 2025 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.