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 Q2	$396K	Hold	1,000	–	–	﹤0.01%	515
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Whittier Trust's DAVE Position: Q2 2026 in Review

Whittier Trust held its Dave Inc (DAVE) position steady in Q2 2026 at 1,000 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Whittier Trust first reported a position in DAVE in Q3 2025 and has held it in 4 quarters since. 348 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

Whittier Trust held 1,000 shares of Dave Inc worth $396K as of Q2 2026.
Whittier Trust left its Dave Inc share count unchanged in Q2 2026.
Dave Inc made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #515 holding.
Whittier Trust first reported a position in Dave Inc in Q3 2025 and has held it in 4 quarters since.
348 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.