Rockefeller Capital Management
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Rockefeller Capital Management’s Green Dot GDOT Stock Holding History

Rockefeller Capital Management’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
-48,991
Closed -$528K – 4432
2025
Q2 		$528K Sell
48,991
-19,922
-29% -$180K ﹤0.01% 1538
2025
Q1 		$582K Buy
+68,913
New +$584K ﹤0.01% 1437
2023
Q1 		– Sell
-47
Closed – – 2723
2022
Q4 		$0 Hold
47
– – ﹤0.01% 3982
2022
Q3 		$0 Sell
47
-38
-45% -$876 ﹤0.01% 4052
2022
Q2 		$2K Buy
+85
New +$2.3K ﹤0.01% 3777
2021
Q2 		– Sell
-180
Closed -$8K – 3495
2021
Q1 		$8K Buy
+180
New +$9.38K ﹤0.01% 2687
2020
Q4 		– Sell
-175
Closed -$8K – 2906
2020
Q3 		$8K Sell
175
-11,585
-99% -$594K ﹤0.01% 2075
2020
Q2 		$577K Buy
11,760
+11,585
+6,620% +$392K 0.01% 661
2020
Q1 		$4K Sell
175
-75
-30% -$2.16K ﹤0.01% 2013
2019
Q4 		$6K Sell
250
-25
-9% -$623 ﹤0.01% 1741
2019
Q3 		$7K Buy
+275
New +$10.2K ﹤0.01% 1526
2019
Q2 		– Sell
-141
Closed -$9K – 1771
2019
Q1 		$9K Buy
+141
New +$9.83K ﹤0.01% 1499

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

Rockefeller Capital Management's GDOT Position: Q3 2025 in Review

Rockefeller Capital Management sold out of Green Dot (GDOT) in Q3 2025, closing a stake of 48,991 shares — an estimated $528K sold.

Rockefeller Capital Management first reported a position in GDOT in Q1 2019 and held it in 12 quarters. The position peaked at $582K in Q1 2025. 169 funds tracked by Wall St. Rank hold GDOT as of Q3 2025.

  • Rockefeller Capital Management reported no remaining Green Dot position as of Q3 2025 after selling out during the quarter.
  • Rockefeller Capital Management sold 48,991 Green Dot shares in Q3 2025, an estimated $528K.
  • Rockefeller Capital Management first reported a position in Green Dot in Q1 2019 and held it in 12 quarters.
  • Rockefeller Capital Management's Green Dot position peaked at $582K in Q1 2025.
  • 169 funds tracked by Wall St. Rank held Green Dot as of Q3 2025.

Based on Rockefeller Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.