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Dana Investment Advisors’s Green Dot GDOT Stock Holding History

Dana Investment 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 		$9.72M Sell
719,475
-11,746
-2% -$147K 0.25% 93
2026
Q1 		$8.2M Sell
731,221
-1,681
-0.2% -$19.9K 0.24% 101
2025
Q4 		$9.39M Buy
732,902
+181,172
+33% +$2.25M 0.27% 77
2025
Q3 		$7.41M Sell
551,730
-46,989
-8% -$580K 0.22% 108
2025
Q2 		$6.45M Sell
598,719
-58,197
-9% -$526K 0.21% 122
2025
Q1 		$5.54M Buy
656,916
+202,061
+44% +$1.71M 0.2% 133
2024
Q4 		$4.84M Sell
454,855
-26,227
-5% -$289K 0.16% 168
2024
Q3 		$5.63M Sell
481,082
-56,623
-11% -$592K 0.19% 153
2024
Q2 		$5.08M Sell
537,705
-23,478
-4% -$218K 0.17% 163
2024
Q1 		$9.66M Buy
+561,183
New +$4.95M 0.32% 85

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

Dana Investment Advisors's GDOT Position: Q2 2026 in Review

Dana Investment Advisors reduced its Green Dot (GDOT) stake by 1.6% in Q2 2026, selling an estimated $147K and leaving 719,475 shares worth $9.72M. The position accounts for 0.25% of the portfolio, ranked #93.

Dana Investment Advisors first reported a position in GDOT in Q1 2024 and has held it in 10 quarters since. 162 funds tracked by Wall St. Rank hold GDOT as of Q2 2026.

  • Dana Investment Advisors held 719,475 shares of Green Dot worth $9.72M as of Q2 2026.
  • Dana Investment Advisors sold 11,746 Green Dot shares in Q2 2026, an estimated $147K.
  • Green Dot made up 0.25% of Dana Investment Advisors's portfolio in Q2 2026, its #93 holding.
  • Dana Investment Advisors first reported a position in Green Dot in Q1 2024 and has held it in 10 quarters since.
  • 162 funds tracked by Wall St. Rank held Green Dot as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.