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Twin Peaks Wealth Advisors’s Dave Inc DAVE Stock Holding History

Twin Peaks Wealth Advisors’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
Q1 		$870 Buy
+5
New +$971 ﹤0.01% 1931
2025
Q3 		– Sell
-3
Closed -$554 – 635
2025
Q2 		$554 Buy
+3
New +$473 ﹤0.01% 1893

Other funds holding DAVE

HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Twin Peaks Wealth Advisors's DAVE Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Dave Inc (DAVE) in Q1 2026: 5 shares worth $870. The stake represents ﹤0.01% of the portfolio and ranks #1931 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in DAVE as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in DAVE in Q2 2025 and has held it in 2 quarters since. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

  • Twin Peaks Wealth Advisors held 5 shares of Dave Inc worth $870 as of Q1 2026.
  • Dave Inc was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Dave Inc made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1931 holding.
  • Twin Peaks Wealth Advisors first reported a position in Dave Inc in Q2 2025 and has held it in 2 quarters since.
  • 272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.