Jones Financial Companies
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Jones Financial Companies’s Green Dot GDOT Stock Holding History

Jones Financial Companies’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
-250
Closed -$3.2K – 4810
2025
Q4 		$3.2K Hold
250
– – ﹤0.01% 3678
2025
Q3 		$3.55K Buy
+250
New +$3.08K ﹤0.01% 3499
2024
Q2 		– Sell
-107
Closed -$998 – 2431
2024
Q1 		$998 Buy
+107
New +$943 ﹤0.01% 1305

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WSL
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 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
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jones Financial Companies's GDOT Position: Q1 2026 in Review

Jones Financial Companies sold out of Green Dot (GDOT) in Q1 2026, closing a stake of 250 shares — an estimated $3.2K sold.

Jones Financial Companies first reported a position in GDOT in Q1 2024 and held it in 3 quarters. The position peaked at $3.55K in Q3 2025. 173 funds tracked by Wall St. Rank hold GDOT as of Q1 2026.

  • Jones Financial Companies reported no remaining Green Dot position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 250 Green Dot shares in Q1 2026, an estimated $3.2K.
  • Jones Financial Companies first reported a position in Green Dot in Q1 2024 and held it in 3 quarters.
  • Jones Financial Companies's Green Dot position peaked at $3.55K in Q3 2025.
  • 173 funds tracked by Wall St. Rank held Green Dot as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.