Position in GDOT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$983,578
New position
Shares Held
87,663
first reported quarter
Ownership
0.155%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Credit Services
Financial Services · as of Mar 31, 2026Beacon Pointe Advisors, LLC holds $192,783,879 across 12 Credit Services names. GDOT ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
315,826 | $95,455,250 | |
| 2 | MA |
Mastercard Inc
|
74,852 | $37,400,550 | |
| 3 | AXP |
American Express Co
|
90,989 | $27,522,352 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
322,105 | $14,568,809 | |
| 5 | COF |
Capital One Financial Corp
|
73,038 | $13,324,322 | |
| 6 | WU |
Western Union CO
|
127,765 | $1,115,388 | |
| 7 | GDOT |
Green Dot Corp
This page
|
87,663 | $983,578 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
50,901 | $808,307 |
All Filings in GDOT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $983,578 | 87,663 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||