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Rothschild Investment LLC’s Green Dot GDOT Stock Holding History

Rothschild Investment LLC’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 		$932 Sell
69
-95
-58% -$1.19K ﹤0.01% 3074
2026
Q1 		$1.84K Buy
164
+44
+37% +$520 ﹤0.01% 2596
2025
Q4 		$1.54K Hold
120
– – ﹤0.01% 2494
2025
Q3 		$1.61K Hold
120
– – ﹤0.01% 2362
2025
Q2 		$1.29K Sell
120
-30
-20% -$271 ﹤0.01% 2323
2025
Q1 		$1.27K Buy
150
+105
+233% +$891 ﹤0.01% 2200
2024
Q4 		$479 Sell
45
-45
-50% -$496 ﹤0.01% 2547
2024
Q3 		$1.05K Buy
90
+45
+100% +$470 ﹤0.01% 2131
2024
Q2 		$425 Buy
+45
New +$418 ﹤0.01% 2121

Other funds holding GDOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return
SCM
Saber Capital Management Fuquay Varina, North Carolina $147M AUM
SC
Simcoe Capital Spokane, Washington $164M 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
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JC
JCSD Capital Walnut Creek, California $68.6M AUM 12.69% 1-Year Est. Return

Rothschild Investment LLC's GDOT Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Green Dot (GDOT) stake by 58% in Q2 2026, selling an estimated $1.19K and leaving 69 shares worth $932. The position accounts for ﹤0.01% of the portfolio, ranked #3074.

Rothschild Investment LLC first reported a position in GDOT in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.84K in Q1 2026. 53 funds tracked by Wall St. Rank hold GDOT as of Q2 2026.

  • Rothschild Investment LLC held 69 shares of Green Dot worth $932 as of Q2 2026.
  • Rothschild Investment LLC sold 95 Green Dot shares in Q2 2026, an estimated $1.19K.
  • Green Dot made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3074 holding.
  • Rothschild Investment LLC first reported a position in Green Dot in Q2 2024 and has held it in 9 quarters since.
  • Rothschild Investment LLC's Green Dot position peaked at $1.84K in Q1 2026.
  • 53 funds tracked by Wall St. Rank held Green Dot as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.