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Larson Financial Group’s Green Dot GDOT Stock Holding History

Larson Financial Group’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
-17
Closed -$183 – 3530
2025
Q2 		$183 Buy
17
+2
+13% +$18 ﹤0.01% 3075
2025
Q1 		$127 Sell
15
-13
-46% -$110 ﹤0.01% 2879
2024
Q4 		$298 Buy
28
+13
+87% +$143 ﹤0.01% 2335
2024
Q3 		$176 Hold
15
– – ﹤0.01% 2406
2024
Q2 		$142 Buy
+15
New +$139 ﹤0.01% 2170
2019
Q3 		– Sell
-55
Closed -$3K – 569
2019
Q2 		$3K Buy
+55
New +$3K ﹤0.01% 357

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
BlackRock New York $6.73T AUM 46.02% 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
American Century Companies
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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Larson Financial Group's GDOT Position: Q3 2025 in Review

Larson Financial Group sold out of Green Dot (GDOT) in Q3 2025, closing a stake of 17 shares — an estimated $183 sold.

Larson Financial Group first reported a position in GDOT in Q2 2019 and held it in 6 quarters. The position peaked at $3K in Q2 2019. 169 funds tracked by Wall St. Rank hold GDOT as of Q3 2025.

  • Larson Financial Group reported no remaining Green Dot position as of Q3 2025 after selling out during the quarter.
  • Larson Financial Group sold 17 Green Dot shares in Q3 2025, an estimated $183.
  • Larson Financial Group first reported a position in Green Dot in Q2 2019 and held it in 6 quarters.
  • Larson Financial Group's Green Dot position peaked at $3K in Q2 2019.
  • 169 funds tracked by Wall St. Rank held Green Dot as of Q3 2025.

Based on Larson Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.