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Summit Securities Group’s Green Dot GDOT Stock Holding History

Summit Securities Group’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
Q1 		– Sell
-5,171
Closed -$66.2K – 1172
2025
Q4 		$66.2K Buy
+5,171
New +$64.2K 0.01% 551
2024
Q3 		– Sell
-11,363
Closed -$107K – 686
2024
Q2 		$107K Buy
+11,363
New +$106K 0.02% 207
2023
Q2 		– Sell
-5
Closed – – 967
2023
Q1 		$0 Buy
+5
New +$87 ﹤0.01% 992

Other funds holding GDOT

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
WSL
Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Securities Group's GDOT Position: Q1 2026 in Review

Summit Securities Group sold out of Green Dot (GDOT) in Q1 2026, closing a stake of 5,171 shares — an estimated $66.2K sold.

Summit Securities Group first reported a position in GDOT in Q1 2023 and held it in 3 quarters. The position peaked at $107K in Q2 2024. 173 funds tracked by Wall St. Rank hold GDOT as of Q1 2026.

  • Summit Securities Group reported no remaining Green Dot position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 5,171 Green Dot shares in Q1 2026, an estimated $66.2K.
  • Summit Securities Group first reported a position in Green Dot in Q1 2023 and held it in 3 quarters.
  • Summit Securities Group's Green Dot position peaked at $107K in Q2 2024.
  • 173 funds tracked by Wall St. Rank held Green Dot as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.