Institute for Wealth Management’s Global Payments GPN Stock Holding History

Institute for 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
2026 Q2	$17K	Buy	+234	New	+$16.1K	﹤0.01%	1179
2025 Q3	–	Sell	-3,389	Closed	-$271K	–	579
2025 Q2	$271K	Sell	3,389 -25	-0.7%	-$1.98K	0.03%	458
2025 Q1	$334K	Sell	3,414 -45	-1%	-$4.71K	0.04%	388
2024 Q4	$388K	Buy	3,459 +48	+1%	+$5.25K	0.05%	342
2024 Q3	$349K	Buy	3,411 +10	+0.3%	+$1.04K	0.04%	375
2024 Q2	$329K	Buy	+3,401	New	+$375K	0.04%	368
2021 Q3	–	Sell	-1,099	Closed	-$206K	–	490
2021 Q2	$206K	Hold	1,099	–	–	0.04%	457
2021 Q1	$221K	Sell	1,099 -90	-8%	-$17.9K	0.04%	422
2020 Q4	$256K	Buy	1,189 +8	+0.7%	+$1.49K	0.05%	379
2020 Q3	$210K	Buy	+1,181	New	+$204K	0.05%	389

Other funds holding GPN

GTCR LLC Chicago, Illinois $3.91B AUM 14.64% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Institute for Wealth Management's GPN Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Global Payments (GPN) in Q2 2026: 234 shares worth $17K. The stake represents ﹤0.01% of the portfolio and ranks #1179 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in GPN as recently as Q2 2025.

Institute for Wealth Management first reported a position in GPN in Q3 2020 and has held it in 10 quarters since. The position peaked at $388K in Q4 2024. 796 funds tracked by Wall St. Rank hold GPN as of Q2 2026.

Institute for Wealth Management held 234 shares of Global Payments worth $17K as of Q2 2026.
Global Payments was a new Institute for Wealth Management position in Q2 2026.
Global Payments made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1179 holding.
Institute for Wealth Management first reported a position in Global Payments in Q3 2020 and has held it in 10 quarters since.
Institute for Wealth Management's Global Payments position peaked at $388K in Q4 2024.
796 funds tracked by Wall St. Rank held Global Payments as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.