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BOLTON SECURITIES CORPORATION’s Dave Inc DAVE Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$2.09K Buy
+12
New +$2.33K ﹤0.01% 1882
2025
Q3 		$5.18K Buy
+26
New +$5.62K ﹤0.01% 1697
2025
Q1 		$1.13M Buy
+13,632
New +$1.28M 0.07% 315

Other funds holding DAVE

Hood River Capital Management
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Divisadero Street Capital Management
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's DAVE Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Dave Inc (DAVE) in Q1 2026: 12 shares worth $2.09K. The stake represents ﹤0.01% of the portfolio and ranks #1882 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in DAVE as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in DAVE in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.13M in Q1 2025. 276 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 12 shares of Dave Inc worth $2.09K as of Q1 2026.
  • Dave Inc was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Dave Inc made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1882 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Dave Inc in Q1 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's Dave Inc position peaked at $1.13M in Q1 2025.
  • 276 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.