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Financial Management Professionals’s Green Dot GDOT Stock Holding History

Financial Management Professionals’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
Q4 		– Sell
-2,114
Closed -$28.4K – 997
2025
Q3 		$28.4K Hold
2,114
– – ﹤0.01% 322
2025
Q2 		$22.8K Buy
+2,114
New +$19.1K ﹤0.01% 391
2021
Q1 		– Sell
-1,820
Closed -$102K – 679
2020
Q4 		$102K Sell
1,820
-70
-4% -$3.98K 0.03% 116
2020
Q3 		$96K Sell
1,890
-381
-17% -$19.5K 0.03% 112
2020
Q2 		$111K Buy
+2,271
New +$76.9K 0.04% 89

Other funds holding GDOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SPH
Steel Partners Holdings New York $78M AUM
NSGL
No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return
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
WSL
Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Management Professionals's GDOT Position: Q4 2025 in Review

Financial Management Professionals sold out of Green Dot (GDOT) in Q4 2025, closing a stake of 2,114 shares — an estimated $28.4K sold.

Financial Management Professionals first reported a position in GDOT in Q2 2020 and held it in 5 quarters. The position peaked at $111K in Q2 2020. 186 funds tracked by Wall St. Rank hold GDOT as of Q4 2025.

  • Financial Management Professionals reported no remaining Green Dot position as of Q4 2025 after selling out during the quarter.
  • Financial Management Professionals sold 2,114 Green Dot shares in Q4 2025, an estimated $28.4K.
  • Financial Management Professionals first reported a position in Green Dot in Q2 2020 and held it in 5 quarters.
  • Financial Management Professionals's Green Dot position peaked at $111K in Q2 2020.
  • 186 funds tracked by Wall St. Rank held Green Dot as of Q4 2025.

Based on Financial Management Professionals's 13F filing for Q4 2025, filed 27 Jan 2026.