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Allworth Financial’s Green Dot GDOT Stock Holding History

Allworth Financial’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
Q2 		$2.11K Buy
156
+26
+20% +$325 ﹤0.01% 4496
2026
Q1 		$1.46K Hold
130
– – ﹤0.01% 4453
2025
Q4 		$1.67K Sell
130
-4
-3% -$50 ﹤0.01% 4197
2025
Q3 		$1.8K Buy
134
+4
+3% +$49 ﹤0.01% 4055
2025
Q2 		$1.4K Buy
130
+56
+76% +$506 ﹤0.01% 3854
2025
Q1 		$598 Sell
74
-5
-6% -$42 ﹤0.01% 3631
2024
Q4 		$693 Sell
79
-25
-24% -$276 ﹤0.01% 3512
2024
Q3 		$1.22K Buy
104
+30
+41% +$314 ﹤0.01% 3156
2024
Q2 		$686 Hold
74
– – ﹤0.01% 3279
2024
Q1 		$691 Sell
74
-33
-31% -$291 ﹤0.01% 3192
2023
Q4 		$1.06K Buy
+107
New +$1.11K ﹤0.01% 2928

Other funds holding GDOT

NSGL
No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allworth Financial's GDOT Position: Q2 2026 in Review

Allworth Financial increased its Green Dot (GDOT) stake by 20% in Q2 2026, buying an estimated $325 and bringing the position to 156 shares worth $2.11K. The position accounts for ﹤0.01% of the portfolio, ranked #4496.

Allworth Financial first reported a position in GDOT in Q4 2023 and has held it in 11 quarters since. 161 funds tracked by Wall St. Rank hold GDOT as of Q2 2026.

  • Allworth Financial held 156 shares of Green Dot worth $2.11K as of Q2 2026.
  • Allworth Financial bought 26 Green Dot shares in Q2 2026, an estimated $325.
  • Green Dot made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4496 holding.
  • Allworth Financial first reported a position in Green Dot in Q4 2023 and has held it in 11 quarters since.
  • 161 funds tracked by Wall St. Rank held Green Dot as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.