YMRC
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Yorktown Management & Research Company’s Dave Inc DAVE Stock Holding History

Yorktown Management & Research Company’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 		$652K Hold
1,750
– – 0.4% 83
2026
Q1 		$305K Sell
1,750
-450
-20% -$87.4K 0.25% 155
2025
Q4 		$487K Buy
+2,200
New +$473K 0.39% 95

Other funds holding DAVE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DB
Danske Bank Copenhagen K, Denmark $50.6B AUM 42.84% 1-Year Est. Return

Yorktown Management & Research Company's DAVE Position: Q2 2026 in Review

Yorktown Management & Research Company held its Dave Inc (DAVE) position steady in Q2 2026 at 1,750 shares worth $652K. The position accounts for 0.4% of the portfolio, ranked #83.

Yorktown Management & Research Company first reported a position in DAVE in Q4 2025 and has held it in 3 quarters since. 141 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • Yorktown Management & Research Company held 1,750 shares of Dave Inc worth $652K as of Q2 2026.
  • Yorktown Management & Research Company left its Dave Inc share count unchanged in Q2 2026.
  • Dave Inc made up 0.4% of Yorktown Management & Research Company's portfolio in Q2 2026, its #83 holding.
  • Yorktown Management & Research Company first reported a position in Dave Inc in Q4 2025 and has held it in 3 quarters since.
  • 141 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Yorktown Management & Research Company's 13F filing for Q2 2026, filed 23 Jul 2026.