IWC
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Integrated Wealth Concepts’s Green Dot GDOT Stock Holding History

Integrated Wealth Concepts’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 		$433 Buy
+32
New +$401 ﹤0.01% 5665

Other funds holding GDOT

NSGL
No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Integrated Wealth Concepts's GDOT Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Green Dot (GDOT) in Q2 2026: 32 shares worth $433. The stake represents ﹤0.01% of the portfolio and ranks #5665 among its holdings.

161 funds tracked by Wall St. Rank hold GDOT as of Q2 2026.

  • Integrated Wealth Concepts held 32 shares of Green Dot worth $433 as of Q2 2026.
  • Green Dot was a new Integrated Wealth Concepts position in Q2 2026.
  • Green Dot made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5665 holding.
  • 161 funds tracked by Wall St. Rank held Green Dot as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.