Rothwell Investment Advisors, LLC’s Green Dot GDOT Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio GDOT Stock Details GDOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.23K	Buy	+100	New	+$1.32K	﹤0.01%	1066

Other funds holding GDOT

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M3F Inc Salt Lake City, Utah $391M AUM 19.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $673M AUM 21.68% 1-Year Est. Return

Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Simcoe Capital Spokane, Washington $146M AUM 53.45% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Rothwell Investment Advisors, LLC's GDOT Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Green Dot (GDOT) in Q3 2026: 100 shares worth $1.23K. The stake represents ﹤0.01% of the portfolio and ranks #1066 among its holdings.

53 funds tracked by Wall St. Rank hold GDOT as of Q3 2026.

Rothwell Investment Advisors, LLC held 100 shares of Green Dot worth $1.23K as of Q3 2026.
Green Dot was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Green Dot made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #1066 holding.
53 funds tracked by Wall St. Rank held Green Dot as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.