Farther Finance Advisors’s Green Dot GDOT Stock Holding History

Farther Finance 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 Q1	$5.7K	Buy	509 +6	+1%	+$71	﹤0.01%	4427
2025 Q4	$6.44K	Buy	503 +114	+29%	+$1.42K	﹤0.01%	4171
2025 Q3	$5.22K	Sell	389 -437	-53%	-$5.39K	﹤0.01%	3745
2025 Q2	$8.9K	Buy	826 +214	+35%	+$1.93K	﹤0.01%	3133
2025 Q1	$5.23K	Buy	612 +572	+1,430%	+$4.85K	﹤0.01%	3037
2024 Q4	$426	Hold	40	–	–	﹤0.01%	3471
2024 Q3	$468	Buy	40 +15	+60%	+$157	﹤0.01%	3450
2024 Q2	$234	Buy	25 +8	+47%	+$74	﹤0.01%	3468
2024 Q1	$155	Sell	17 -63	-79%	-$555	﹤0.01%	3315
2023 Q4	$792	Buy	+80	New	+$834	﹤0.01%	2820
2023 Q3	–	Sell	-22	Closed	-$412	–	2643
2023 Q2	$412	Hold	22	–	–	﹤0.01%	2206
2023 Q1	$378	Hold	22	–	–	﹤0.01%	2072
2022 Q4	$348	Buy	+22	New	+$406	﹤0.01%	1914

Other funds holding GDOT

No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Balyasny Asset Management

Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Schonfeld Strategic Advisors New York $12.3B AUM 37.17% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return