UMB Bank
DAVE icon

UMB Bank’s Dave Inc DAVE Stock Holding History

UMB Bank’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 		$10.3K Buy
32
+4
+14% +$1.48K ﹤0.01% 1899
2026
Q2 		$10.4K Buy
+28
New +$7.28K ﹤0.01% 1924

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

UMB Bank's DAVE Position: Q3 2026 in Review

UMB Bank increased its Dave Inc (DAVE) stake by 14% in Q3 2026, buying an estimated $1.48K and bringing the position to 32 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1899.

UMB Bank first reported a position in DAVE in Q2 2026 and has held it in 2 quarters since. The position peaked at $10.4K in Q2 2026. 170 funds tracked by Wall St. Rank hold DAVE as of Q3 2026.

  • UMB Bank held 32 shares of Dave Inc worth $10.3K as of Q3 2026.
  • UMB Bank bought 4 Dave Inc shares in Q3 2026, an estimated $1.48K.
  • Dave Inc made up ﹤0.01% of UMB Bank's portfolio in Q3 2026, its #1899 holding.
  • UMB Bank first reported a position in Dave Inc in Q2 2026 and has held it in 2 quarters since.
  • UMB Bank's Dave Inc position peaked at $10.4K in Q2 2026.
  • 170 funds tracked by Wall St. Rank held Dave Inc as of Q3 2026.

Based on UMB Bank's 13F filing for Q3 2026, filed 6 Nov 2026.