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UMB Bank’s Green Dot GDOT Stock Holding History

UMB Bank’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
Q1 		– Sell
-558
Closed -$5.94K – 2129
2024
Q4 		$5.94K Sell
558
-349
-38% -$3.85K ﹤0.01% 1649
2024
Q3 		$10.6K Buy
907
+126
+16% +$1.32K ﹤0.01% 1461
2024
Q2 		$7.38K Sell
781
-2,074
-73% -$19.3K ﹤0.01% 1329
2024
Q1 		$26.6K Buy
2,855
+1,415
+98% +$12.5K ﹤0.01% 984
2023
Q4 		$14.3K Buy
+1,440
New +$15K ﹤0.01% 1178

Other funds holding GDOT

TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

UMB Bank's GDOT Position: Q1 2025 in Review

UMB Bank sold out of Green Dot (GDOT) in Q1 2025, closing a stake of 558 shares — an estimated $5.94K sold.

UMB Bank first reported a position in GDOT in Q4 2023 and held it in 5 quarters. The position peaked at $26.6K in Q1 2024. 182 funds tracked by Wall St. Rank hold GDOT as of Q1 2025.

  • UMB Bank reported no remaining Green Dot position as of Q1 2025 after selling out during the quarter.
  • UMB Bank sold 558 Green Dot shares in Q1 2025, an estimated $5.94K.
  • UMB Bank first reported a position in Green Dot in Q4 2023 and held it in 5 quarters.
  • UMB Bank's Green Dot position peaked at $26.6K in Q1 2024.
  • 182 funds tracked by Wall St. Rank held Green Dot as of Q1 2025.

Based on UMB Bank's 13F filing for Q1 2025, filed 14 Apr 2025.