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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
2022
Q2 		– Sell
-10,000
Closed -$275K – 1057
2022
Q1 		$275K Buy
+10,000
New +$304K 0.03% 321

Other funds holding GDOT

NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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.