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Coldstream Capital Management’s Green Dot GDOT Stock Holding History

Coldstream Capital Management’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
-133
Closed -$1.12K – 1956
2025
Q1 		$1.12K Buy
+133
New +$1.13K ﹤0.01% 3159

Other funds holding GDOT

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SV
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Coldstream Capital Management's GDOT Position: Q2 2025 in Review

Coldstream Capital Management sold out of Green Dot (GDOT) in Q2 2025, closing a stake of 133 shares — an estimated $1.12K sold.

Coldstream Capital Management first reported a position in GDOT in Q1 2025 and held it in 1 quarter. The position peaked at $1.12K in Q1 2025. 180 funds tracked by Wall St. Rank hold GDOT as of Q2 2025.

  • Coldstream Capital Management reported no remaining Green Dot position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 133 Green Dot shares in Q2 2025, an estimated $1.12K.
  • Coldstream Capital Management first reported a position in Green Dot in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Green Dot position peaked at $1.12K in Q1 2025.
  • 180 funds tracked by Wall St. Rank held Green Dot as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.