PGF
GDOT icon

Plan Group Financial’s Green Dot GDOT Stock Holding History

Plan Group 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 		– Sell
-14,803
Closed -$166K – 259
2026
Q1 		$166K Hold
14,803
– – 0.04% 221
2025
Q4 		$190K Hold
14,803
– – 0.05% 196
2025
Q3 		$199K Buy
+14,803
New +$183K 0.05% 177

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

Plan Group Financial's GDOT Position: Q2 2026 in Review

Plan Group Financial sold out of Green Dot (GDOT) in Q2 2026, closing a stake of 14,803 shares — an estimated $166K sold.

Plan Group Financial first reported a position in GDOT in Q3 2025 and held it in 3 quarters. The position peaked at $199K in Q3 2025. 161 funds tracked by Wall St. Rank hold GDOT as of Q2 2026.

  • Plan Group Financial reported no remaining Green Dot position as of Q2 2026 after selling out during the quarter.
  • Plan Group Financial sold 14,803 Green Dot shares in Q2 2026, an estimated $166K.
  • Plan Group Financial first reported a position in Green Dot in Q3 2025 and held it in 3 quarters.
  • Plan Group Financial's Green Dot position peaked at $199K in Q3 2025.
  • 161 funds tracked by Wall St. Rank held Green Dot as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.