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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Global Payments GPN Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q4 		– Sell
-393
Closed -$32.7K – 562
2025
Q3 		$32.7K Buy
+393
New +$33.1K 0.01% 329
2025
Q2 		– Sell
-391
Closed -$38.4K – 515
2025
Q1 		$38.4K Buy
391
+1
+0.3% +$105 0.01% 286
2024
Q4 		$43.8K Buy
+390
New +$42.6K 0.02% 273

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s GPN Position: Q4 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Global Payments (GPN) in Q4 2025, closing a stake of 393 shares — an estimated $32.7K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in GPN in Q4 2024 and held it in 3 quarters. The position peaked at $43.8K in Q4 2024. 837 funds tracked by Wall St. Rank hold GPN as of Q4 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Global Payments position as of Q4 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 393 Global Payments shares in Q4 2025, an estimated $32.7K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Global Payments in Q4 2024 and held it in 3 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Global Payments position peaked at $43.8K in Q4 2024.
  • 837 funds tracked by Wall St. Rank held Global Payments as of Q4 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2025, filed 7 Aug 2026.