LPL Financial
GDOT icon

LPL Financial’s Green Dot GDOT Stock Holding History

LPL Financial’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 		$363K Sell
26,865
-123
-0.5% -$1.54K ﹤0.01% 5300
2026
Q1 		$303K Buy
+26,988
New +$319K ﹤0.01% 5181
2018
Q4 		– Sell
-3,565
Closed -$317K – 3146
2018
Q3 		$317K Buy
+3,565
New +$296K ﹤0.01% 2643

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

LPL Financial's GDOT Position: Q2 2026 in Review

LPL Financial reduced its Green Dot (GDOT) stake by 0.46% in Q2 2026, selling an estimated $1.54K and leaving 26,865 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #5300.

LPL Financial first reported a position in GDOT in Q3 2018 and has held it in 3 quarters since. 161 funds tracked by Wall St. Rank hold GDOT as of Q2 2026.

  • LPL Financial held 26,865 shares of Green Dot worth $363K as of Q2 2026.
  • LPL Financial sold 123 Green Dot shares in Q2 2026, an estimated $1.54K.
  • Green Dot made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5300 holding.
  • LPL Financial first reported a position in Green Dot in Q3 2018 and has held it in 3 quarters since.
  • 161 funds tracked by Wall St. Rank held Green Dot as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.