Root Financial Partners
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Root Financial Partners’s Green Dot GDOT Stock Holding History

Root Financial Partners’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
Q3 		$308 Buy
+25
New +$331 ﹤0.01% 3399
2026
Q2 		– Sell
-42
Closed -$471 – 1487
2026
Q1 		$471 Buy
+42
New +$497 ﹤0.01% 2885

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Root Financial Partners's GDOT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Green Dot (GDOT) in Q3 2026: 25 shares worth $308. The stake represents ﹤0.01% of the portfolio and ranks #3399 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in GDOT as recently as Q1 2026.

Root Financial Partners first reported a position in GDOT in Q1 2026 and has held it in 2 quarters since. The position peaked at $471 in Q1 2026. 109 funds tracked by Wall St. Rank hold GDOT as of Q3 2026.

  • Root Financial Partners held 25 shares of Green Dot worth $308 as of Q3 2026.
  • Green Dot was a new Root Financial Partners position in Q3 2026.
  • Green Dot made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3399 holding.
  • Root Financial Partners first reported a position in Green Dot in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Green Dot position peaked at $471 in Q1 2026.
  • 109 funds tracked by Wall St. Rank held Green Dot as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.