Stephens Consulting’s Green Dot GDOT Stock Holding History

Stephens Consulting’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 Q2	–	Sell	-45	Closed	-$380	–	1499
2025 Q1	$380	Buy	+45	New	+$382	﹤0.01%	1135

Other funds holding GDOT

TCM

Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

NSGL

No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Stephens Consulting's GDOT Position: Q2 2025 in Review

Stephens Consulting sold out of Green Dot (GDOT) in Q2 2025, closing a stake of 45 shares — an estimated $380 sold.

Stephens Consulting first reported a position in GDOT in Q1 2025 and held it in 1 quarter. The position peaked at $380 in Q1 2025. 180 funds tracked by Wall St. Rank hold GDOT as of Q2 2025.

Stephens Consulting reported no remaining Green Dot position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 45 Green Dot shares in Q2 2025, an estimated $380.
Stephens Consulting first reported a position in Green Dot in Q1 2025 and held it in 1 quarter.
Stephens Consulting's Green Dot position peaked at $380 in Q1 2025.
180 funds tracked by Wall St. Rank held Green Dot as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.