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Clearstead Advisors’s Green Dot GDOT Stock Holding History

Clearstead Advisors’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 		$28 Buy
+2
New +$25 ﹤0.01% 3555
2021
Q4 		– Sell
-20
Closed -$1K – 1335
2021
Q3 		$1K Hold
20
– – ﹤0.01% 1208
2021
Q2 		$1K Hold
20
– – ﹤0.01% 1151
2021
Q1 		$1K Hold
20
– – ﹤0.01% 1028
2020
Q4 		$1K Buy
+20
New +$1.14K ﹤0.01% 926

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

Clearstead Advisors's GDOT Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Green Dot (GDOT) in Q2 2026: 2 shares worth $28. The stake represents ﹤0.01% of the portfolio and ranks #3555 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in GDOT as recently as Q3 2021.

Clearstead Advisors first reported a position in GDOT in Q4 2020 and has held it in 5 quarters since. The position peaked at $1K in Q3 2021. 161 funds tracked by Wall St. Rank hold GDOT as of Q2 2026.

  • Clearstead Advisors held 2 shares of Green Dot worth $28 as of Q2 2026.
  • Green Dot was a new Clearstead Advisors position in Q2 2026.
  • Green Dot made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3555 holding.
  • Clearstead Advisors first reported a position in Green Dot in Q4 2020 and has held it in 5 quarters since.
  • Clearstead Advisors's Green Dot position peaked at $1K in Q3 2021.
  • 161 funds tracked by Wall St. Rank held Green Dot as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.