UFPG
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United Financial Planning Group’s Green Dot GDOT Stock Holding History

United Financial Planning 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
Q2 		$5.5K Hold
407
– – ﹤0.01% 351
2026
Q1 		$4.57K Buy
+407
New +$4.81K ﹤0.01% 333

Other funds holding GDOT

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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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

United Financial Planning Group's GDOT Position: Q2 2026 in Review

United Financial Planning Group held its Green Dot (GDOT) position steady in Q2 2026 at 407 shares worth $5.5K. The position accounts for ﹤0.01% of the portfolio, ranked #351.

United Financial Planning Group first reported a position in GDOT in Q1 2026 and has held it in 2 quarters since. 161 funds tracked by Wall St. Rank hold GDOT as of Q2 2026.

  • United Financial Planning Group held 407 shares of Green Dot worth $5.5K as of Q2 2026.
  • United Financial Planning Group left its Green Dot share count unchanged in Q2 2026.
  • Green Dot made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #351 holding.
  • United Financial Planning Group first reported a position in Green Dot in Q1 2026 and has held it in 2 quarters since.
  • 161 funds tracked by Wall St. Rank held Green Dot as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.