Icon Advisers’s Green Dot GDOT Stock Holding History

Icon Advisers’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 Q3	–	Sell	-71,452	Closed	-$770K	–	185
2025 Q2	$770K	Buy	71,452 +28,017	+65%	+$253K	0.18%	150
2025 Q1	$367K	Sell	43,435 -50,565	-54%	-$429K	0.09%	155
2024 Q4	$1M	Buy	94,000 +30,000	+47%	+$331K	0.23%	137
2024 Q3	$749K	Buy	+64,000	New	+$669K	0.16%	151

Other funds holding GDOT

TCM

Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return

NSGL

No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Icon Advisers's GDOT Position: Q3 2025 in Review

Icon Advisers sold out of Green Dot (GDOT) in Q3 2025, closing a stake of 71,452 shares — an estimated $770K sold.

Icon Advisers first reported a position in GDOT in Q3 2024 and held it in 4 quarters. The position peaked at $1M in Q4 2024. 169 funds tracked by Wall St. Rank hold GDOT as of Q3 2025.

Icon Advisers reported no remaining Green Dot position as of Q3 2025 after selling out during the quarter.
Icon Advisers sold 71,452 Green Dot shares in Q3 2025, an estimated $770K.
Icon Advisers first reported a position in Green Dot in Q3 2024 and held it in 4 quarters.
Icon Advisers's Green Dot position peaked at $1M in Q4 2024.
169 funds tracked by Wall St. Rank held Green Dot as of Q3 2025.

Based on Icon Advisers's 13F filing for Q3 2025, filed 12 Nov 2025.