Flagship Harbor Advisors’s Green Dot GDOT Stock Holding History

Flagship Harbor 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	–	Sell	-100	Closed	-$1.28K	–	1287
2025 Q4	$1.28K	Buy	+100	New	+$1.24K	﹤0.01%	1903
2021 Q4	–	Sell	-5,159	Closed	-$242K	–	682
2021 Q3	$242K	Hold	5,159	–	–	0.03%	547
2021 Q2	$242K	Sell	5,159 -32	-0.6%	-$1.43K	0.03%	548
2021 Q1	$238K	Buy	5,191 +1,548	+42%	+$80.7K	0.03%	557
2020 Q4	$203K	Buy	3,643 +793	+28%	+$45K	0.03%	533
2020 Q3	$144K	Hold	2,850	–	–	0.02%	548
2020 Q2	$139K	Hold	2,850	–	–	0.02%	550
2020 Q1	$72K	Buy	2,850 +2,650	+1,325%	+$76.3K	0.01%	655
2019 Q4	$5K	Hold	200	–	–	﹤0.01%	1522
2019 Q3	$5K	Hold	200	–	–	﹤0.01%	1483
2019 Q2	$9K	Hold	200	–	–	﹤0.01%	1326
2019 Q1	$12K	Hold	200	–	–	﹤0.01%	1231
2018 Q4	$15K	Hold	200	–	–	﹤0.01%	1111
2018 Q3	$18K	Sell	200 -100	-33%	-$8.31K	﹤0.01%	1151
2018 Q2	$22K	Buy	+300	New	+$20.7K	﹤0.01%	1061

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