Position in GDOT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,411,363
+$302,222 QoQ
Shares Held
125,790
+45.3% QoQ
Ownership
0.222%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in GDOT Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Creative Planning holds $575,736,767 across 31 Credit Services names. GDOT ranks #17 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
811,682 | $245,322,766 | |
| 2 | MA |
Mastercard Inc
|
282,263 | $141,035,530 | |
| 3 | AXP |
American Express Co
|
241,230 | $72,967,249 | |
| 4 | COF |
Capital One Financial Corp
|
226,760 | $41,367,826 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
478,103 | $21,624,597 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
47,510 | $8,931,880 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
149,331 | $7,987,715 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
294,595 | $4,678,168 |
All Filings in GDOT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,411,363 | 125,790 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,109,141 | 86,584 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $584,124 | 43,494 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $287,351 | 26,656 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||