CIBC World Markets’s Green Dot GDOT Stock Holding History

CIBC World Markets’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
2025 Q2	–	Sell	-11,921	Closed	-$101K	–	1701
2025 Q1	$101K	Buy	+11,921	New	+$101K	﹤0.01%	1601

Other funds holding GDOT

TCM

Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

NSGL

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

CIBC World Markets's GDOT Position: Q2 2025 in Review

CIBC World Markets sold out of Green Dot (GDOT) in Q2 2025, closing a stake of 11,921 shares — an estimated $101K sold.

CIBC World Markets first reported a position in GDOT in Q1 2025 and held it in 1 quarter. The position peaked at $101K in Q1 2025. 180 funds tracked by Wall St. Rank hold GDOT as of Q2 2025.

CIBC World Markets reported no remaining Green Dot position as of Q2 2025 after selling out during the quarter.
CIBC World Markets sold 11,921 Green Dot shares in Q2 2025, an estimated $101K.
CIBC World Markets first reported a position in Green Dot in Q1 2025 and held it in 1 quarter.
CIBC World Markets's Green Dot position peaked at $101K in Q1 2025.
180 funds tracked by Wall St. Rank held Green Dot as of Q2 2025.

Based on CIBC World Markets's 13F filing for Q2 2025, filed 14 Aug 2025.