BFS
GDOT icon

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
Q3 		– Sell
-264
Closed -$3.57K – 379
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

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Burkett Financial Services's GDOT Position: Q3 2026 in Review

Burkett Financial Services sold out of Green Dot (GDOT) in Q3 2026, closing a stake of 264 shares — an estimated $3.57K sold.

Burkett Financial Services first reported a position in GDOT in Q4 2023 and held it in 11 quarters. The position peaked at $3.57K in Q2 2026. 5 funds tracked by Wall St. Rank hold GDOT as of Q3 2026.

  • Burkett Financial Services reported no remaining Green Dot position as of Q3 2026 after selling out during the quarter.
  • Burkett Financial Services sold 264 Green Dot shares in Q3 2026, an estimated $3.57K.
  • Burkett Financial Services first reported a position in Green Dot in Q4 2023 and held it in 11 quarters.
  • Burkett Financial Services's Green Dot position peaked at $3.57K in Q2 2026.
  • 5 funds tracked by Wall St. Rank held Green Dot as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.