CWM
GPN icon

Congress Wealth Management’s Global Payments GPN Stock Holding History

Congress Wealth Management’s Portfolio GPN Stock Details GPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$231K Sell
2,881
-5,052
-64% -$400K ﹤0.01% 1119
2025
Q1 		$780K Buy
7,933
+5,043
+174% +$528K 0.01% 688
2024
Q4 		$324K Buy
2,890
+560
+24% +$61.2K ﹤0.01% 747
2024
Q3 		$239K Buy
2,330
+25
+1% +$2.6K ﹤0.01% 787
2024
Q2 		$223K Buy
+2,305
New +$254K ﹤0.01% 679
2023
Q4 		– Sell
-4,264
Closed -$492K – 635
2023
Q3 		$492K Hold
4,264
– – 0.01% 461
2023
Q2 		$420K Hold
4,264
– – 0.01% 438
2023
Q1 		$449K Buy
4,264
+2,178
+104% +$236K 0.01% 432
2022
Q4 		$207K Sell
2,086
-2,328
-53% -$243K 0.01% 534
2022
Q3 		$478K Hold
4,414
– – 0.01% 411
2022
Q2 		$489K Buy
4,414
+2,378
+117% +$301K 0.01% 412
2022
Q1 		$278K Sell
2,036
-101
-5% -$14.1K 0.01% 526
2021
Q4 		$288K Buy
+2,137
New +$295K 0.01% 544

Other funds holding GPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Congress Wealth Management's GPN Position: Q2 2025 in Review

Congress Wealth Management reduced its Global Payments (GPN) stake by 64% in Q2 2025, selling an estimated $400K and leaving 2,881 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #1119.

Congress Wealth Management first reported a position in GPN in Q4 2021 and has held it in 13 quarters since. The position peaked at $780K in Q1 2025. 804 funds tracked by Wall St. Rank hold GPN as of Q2 2025.

  • Congress Wealth Management held 2,881 shares of Global Payments worth $231K as of Q2 2025.
  • Congress Wealth Management sold 5,052 Global Payments shares in Q2 2025, an estimated $400K.
  • Global Payments made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1119 holding.
  • Congress Wealth Management first reported a position in Global Payments in Q4 2021 and has held it in 13 quarters since.
  • Congress Wealth Management's Global Payments position peaked at $780K in Q1 2025.
  • 804 funds tracked by Wall St. Rank held Global Payments as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.