Position in GDOT
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$2,215,086
+$1,841,280 QoQ
Shares Held
197,423
+392.8% QoQ
Ownership
0.348%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GDOT Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026New York Life Investment Management LLC holds $191,250,051 across 9 Credit Services names. GDOT ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
250,113 | $75,594,153 | |
| 2 | MA |
Mastercard Inc
|
120,984 | $60,450,865 | |
| 3 | AXP |
American Express Co
|
79,886 | $24,163,917 | |
| 4 | COF |
Capital One Financial Corp
|
93,088 | $16,982,043 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
136,978 | $6,195,514 | |
| 6 | SYF |
Synchrony Financial
|
51,970 | $3,534,999 | |
| 7 | GDOT |
Green Dot Corp
This page
|
197,423 | $2,215,086 | |
| 8 | ALLY |
Ally Financial Inc.
|
33,761 | $1,324,444 |
All Filings in GDOT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,215,086 | 197,423 | Shares | Sole | 2026-05-07 | |
| 2024-03-31 | $373,806 | 40,065 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $200,564 | 20,259 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $288,699 | 20,725 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $449,553 | 23,989 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $501,930 | 29,216 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||