EWA
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EverSource Wealth Advisors’s Green Dot GDOT Stock Holding History

EverSource Wealth 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 		$4.76K Sell
352
-416
-54% -$5.21K ﹤0.01% 3307
2026
Q1 		$8.62K Buy
768
+1
+0.1% +$12 ﹤0.01% 2996
2025
Q4 		$9.82K Buy
767
+16
+2% +$199 ﹤0.01% 2801
2025
Q3 		$10.1K Sell
751
-611
-45% -$7.54K ﹤0.01% 2815
2025
Q2 		$14.7K Buy
1,362
+1,262
+1,262% +$11.4K ﹤0.01% 2536
2025
Q1 		$844 Sell
100
-39
-28% -$331 ﹤0.01% 3288
2024
Q4 		$1.48K Buy
139
+25
+22% +$276 ﹤0.01% 2832
2024
Q3 		$1.33K Hold
114
– – ﹤0.01% 2653
2024
Q2 		$1.09K Hold
114
– – ﹤0.01% 2722
2024
Q1 		$998 Sell
114
-33
-22% -$291 ﹤0.01% 2582
2023
Q4 		$1.46K Buy
+147
New +$1.53K ﹤0.01% 2274
2023
Q3 		– Sell
-245
Closed -$4.59K – 2565
2023
Q2 		$4.59K Sell
245
-111
-31% -$1.97K ﹤0.01% 1763
2023
Q1 		$6.12K Buy
356
+110
+45% +$1.92K ﹤0.01% 1568
2022
Q4 		$3.89K Sell
246
-191
-44% -$3.52K ﹤0.01% 1700
2022
Q3 		$8K Sell
437
-87
-17% -$2.01K ﹤0.01% 1194
2022
Q2 		$13K Buy
524
+123
+31% +$3.33K ﹤0.01% 960
2022
Q1 		$11K Buy
401
+130
+48% +$3.95K ﹤0.01% 931
2021
Q4 		$9K Buy
+271
New +$11.1K ﹤0.01% 997

Other funds holding GDOT

SCM
Saber Capital Management Fuquay Varina, North Carolina $147M AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CIEC
Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return
JC
JCSD Capital Walnut Creek, California $68.6M AUM 12.69% 1-Year Est. Return
VIM
Villanova Investment Management Wayne, Pennsylvania $105M AUM 9.97% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

EverSource Wealth Advisors's GDOT Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Green Dot (GDOT) stake by 54% in Q2 2026, selling an estimated $5.21K and leaving 352 shares worth $4.76K. The position accounts for ﹤0.01% of the portfolio, ranked #3307.

EverSource Wealth Advisors first reported a position in GDOT in Q4 2021 and has held it in 18 quarters since. The position peaked at $14.7K in Q2 2025. 35 funds tracked by Wall St. Rank hold GDOT as of Q2 2026.

  • EverSource Wealth Advisors held 352 shares of Green Dot worth $4.76K as of Q2 2026.
  • EverSource Wealth Advisors sold 416 Green Dot shares in Q2 2026, an estimated $5.21K.
  • Green Dot made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3307 holding.
  • EverSource Wealth Advisors first reported a position in Green Dot in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Green Dot position peaked at $14.7K in Q2 2025.
  • 35 funds tracked by Wall St. Rank held Green Dot as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.