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Green Dot Corporation shares owned by UMA Financial Services

Quarter-by-quarter ownership of Green Dot Corporation (GDOT) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Green Dot Corporation

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All positions including Green Dot Corporation held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Green Dot Corporation by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.8k 135 13.51
2026-03-31 $1.5k 135 11.22
2025-12-31 $1.7k 135 12.81
2025-09-30 $1.8k 135 13.44
2025-06-30 $1.5k 135 10.79

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Ishares Tr Msci Acwi Ex Us (ACWX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Isha I In Te Etf (BAI)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vanguard World Mega Cap Index (MGC)

View all positions for UMA Financial Services

Top funds holding Green Dot Corporation

No Street GP
BlackRock
Western Standard
Dimensional Fund Advisors
American Century Companies
Balyasny Asset Management
Vanguard Capital Management
Geode Capital Management
State Street Corporation
M3F
Marshall Wace
Newtyn Management
Qube Research & Technologies
Schonfeld Strategic Advisors
Walmart

View all funds holding Green Dot Corporation