Burkett Financial Services’s Green Dot GDOT Stock Holding History

Burkett Financial Services’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	$3.57K	Hold	264	–	–	﹤0.01%	219
2026 Q1	$2.96K	Hold	264	–	–	﹤0.01%	205
2025 Q4	$3.38K	Hold	264	–	–	﹤0.01%	192
2025 Q3	$3.55K	Hold	264	–	–	﹤0.01%	183
2025 Q2	$2.85K	Hold	264	–	–	﹤0.01%	189
2025 Q1	$2.23K	Hold	264	–	–	﹤0.01%	222
2024 Q4	$2.81K	Hold	264	–	–	﹤0.01%	183
2024 Q3	$3.09K	Hold	264	–	–	﹤0.01%	172
2024 Q2	$2.5K	Hold	264	–	–	﹤0.01%	171
2024 Q1	$2.46K	Hold	264	–	–	﹤0.01%	174
2023 Q4	$2.61K	Buy	+264	New	+$2.75K	﹤0.01%	169

Other funds holding GDOT

NSGL

No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Burkett Financial Services's GDOT Position: Q2 2026 in Review

Burkett Financial Services held its Green Dot (GDOT) position steady in Q2 2026 at 264 shares worth $3.57K. The position accounts for ﹤0.01% of the portfolio, ranked #219.

Burkett Financial Services 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.

Burkett Financial Services held 264 shares of Green Dot worth $3.57K as of Q2 2026.
Burkett Financial Services left its Green Dot share count unchanged in Q2 2026.
Green Dot made up ﹤0.01% of Burkett Financial Services's portfolio in Q2 2026, its #219 holding.
Burkett Financial Services 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 Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.