RFP
GDOT icon

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
Q2 		– Sell
-42
Closed -$471 – 1487
2026
Q1 		$471 Buy
+42
New +$497 ﹤0.01% 2885

Other funds holding GDOT

SCM
Saber Capital Management Fuquay Varina, North Carolina $147M AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CIEC
Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return
JC
JCSD Capital Walnut Creek, California $68.6M AUM 12.69% 1-Year Est. Return
VIM
Villanova Investment Management Wayne, Pennsylvania $105M AUM 9.97% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Root Financial Partners's GDOT Position: Q2 2026 in Review

Root Financial Partners sold out of Green Dot (GDOT) in Q2 2026, closing a stake of 42 shares — an estimated $471 sold.

Root Financial Partners first reported a position in GDOT in Q1 2026 and held it in 1 quarter. The position peaked at $471 in Q1 2026. 27 funds tracked by Wall St. Rank hold GDOT as of Q2 2026.

  • Root Financial Partners reported no remaining Green Dot position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 42 Green Dot shares in Q2 2026, an estimated $471.
  • Root Financial Partners first reported a position in Green Dot in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Green Dot position peaked at $471 in Q1 2026.
  • 27 funds tracked by Wall St. Rank held Green Dot as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.