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NewEdge Advisors’s Green Dot GDOT Stock Holding History

NewEdge Advisors’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
Q4 		– Sell
-100
Closed -$1.34K – 4283
2025
Q3 		$1.34K Buy
+100
New +$1.23K ﹤0.01% 3845
2023
Q3 		– Sell
-28
Closed -$525 – 3538
2023
Q2 		$525 Hold
28
– – ﹤0.01% 3313
2023
Q1 		$481 Sell
28
-240
-90% -$4.19K ﹤0.01% 3242
2022
Q4 		$3.8K Buy
+268
New +$4.94K ﹤0.01% 2676
2021
Q1 		– Sell
-14,097
Closed -$787K – 1065
2020
Q4 		$787K Buy
+14,097
New +$801K 0.03% 479

Other funds holding GDOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SPH
Steel Partners Holdings New York $78M AUM
NSGL
No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 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
WSL
Western Standard LLC Los Angeles, California $295M AUM 40.98% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NewEdge Advisors's GDOT Position: Q4 2025 in Review

NewEdge Advisors sold out of Green Dot (GDOT) in Q4 2025, closing a stake of 100 shares — an estimated $1.34K sold.

NewEdge Advisors first reported a position in GDOT in Q4 2020 and held it in 5 quarters. The position peaked at $787K in Q4 2020. 186 funds tracked by Wall St. Rank hold GDOT as of Q4 2025.

  • NewEdge Advisors reported no remaining Green Dot position as of Q4 2025 after selling out during the quarter.
  • NewEdge Advisors sold 100 Green Dot shares in Q4 2025, an estimated $1.34K.
  • NewEdge Advisors first reported a position in Green Dot in Q4 2020 and held it in 5 quarters.
  • NewEdge Advisors's Green Dot position peaked at $787K in Q4 2020.
  • 186 funds tracked by Wall St. Rank held Green Dot as of Q4 2025.

Based on NewEdge Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.