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Essential Partners’s Green Dot GDOT Stock Holding History

Essential Partners’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 		$122 Sell
9
-34
-79% -$426 ﹤0.01% 2724
2026
Q1 		$482 Hold
43
– – ﹤0.01% 2444
2025
Q4 		$551 Hold
43
– – ﹤0.01% 2207
2025
Q3 		$577 Hold
43
– – ﹤0.01% 2172
2025
Q2 		$464 Buy
+43
New +$388 ﹤0.01% 1720

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

Essential Partners's GDOT Position: Q2 2026 in Review

Essential Partners reduced its Green Dot (GDOT) stake by 79% in Q2 2026, selling an estimated $426 and leaving 9 shares worth $122. The position accounts for ﹤0.01% of the portfolio, ranked #2724.

Essential Partners first reported a position in GDOT in Q2 2025 and has held it in 5 quarters since. The position peaked at $577 in Q3 2025. 161 funds tracked by Wall St. Rank hold GDOT as of Q2 2026.

  • Essential Partners held 9 shares of Green Dot worth $122 as of Q2 2026.
  • Essential Partners sold 34 Green Dot shares in Q2 2026, an estimated $426.
  • Green Dot made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2724 holding.
  • Essential Partners first reported a position in Green Dot in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Green Dot position peaked at $577 in Q3 2025.
  • 161 funds tracked by Wall St. Rank held Green Dot as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.