Toth Financial Advisory
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
Q3 		$1.73M Buy
5,377
+2
+0% +$742 0.17% 108
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

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Harbour Capital Advisors
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Toth Financial Advisory's DAVE Position: Q3 2026 in Review

Toth Financial Advisory increased its Dave Inc (DAVE) stake by 0.04% in Q3 2026, buying an estimated $742 and bringing the position to 5,377 shares worth $1.73M. The position accounts for 0.17% of the portfolio, ranked #108.

Toth Financial Advisory first reported a position in DAVE in Q4 2025 and has held it in 3 quarters since. The position peaked at $2M in Q2 2026. 43 funds tracked by Wall St. Rank hold DAVE as of Q3 2026.

  • Toth Financial Advisory held 5,377 shares of Dave Inc worth $1.73M as of Q3 2026.
  • Toth Financial Advisory bought 2 Dave Inc shares in Q3 2026, an estimated $742.
  • Dave Inc made up 0.17% of Toth Financial Advisory's portfolio in Q3 2026, its #108 holding.
  • Toth Financial Advisory first reported a position in Dave Inc in Q4 2025 and has held it in 3 quarters since.
  • Toth Financial Advisory's Dave Inc position peaked at $2M in Q2 2026.
  • 43 funds tracked by Wall St. Rank held Dave Inc as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.