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Whittier Trust’s Dave Inc DAVE Stock Holding History

Whittier Trust’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 		$174K Hold
1,000
– – ﹤0.01% 610
2025
Q4 		$233K Hold
1,000
– – ﹤0.01% 564
2025
Q3 		$203K Buy
+1,000
New +$216K ﹤0.01% 584

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

Whittier Trust's DAVE Position: Q1 2026 in Review

Whittier Trust held its Dave Inc (DAVE) position steady in Q1 2026 at 1,000 shares worth $174K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

Whittier Trust first reported a position in DAVE in Q3 2025 and has held it in 3 quarters since. The position peaked at $233K in Q4 2025. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

  • Whittier Trust held 1,000 shares of Dave Inc worth $174K as of Q1 2026.
  • Whittier Trust left its Dave Inc share count unchanged in Q1 2026.
  • Dave Inc made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #610 holding.
  • Whittier Trust first reported a position in Dave Inc in Q3 2025 and has held it in 3 quarters since.
  • Whittier Trust's Dave Inc position peaked at $233K in Q4 2025.
  • 272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.