KWM
GPN icon

KFG Wealth Management’s Global Payments GPN Stock Holding History

KFG 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
Q1 		– Sell
-2,044
Closed -$229K – 195
2024
Q4 		$229K Buy
2,044
+68
+3% +$7.44K 0.04% 171
2024
Q3 		$202K Buy
+1,976
New +$205K 0.04% 179
2024
Q2 		– Sell
-1,883
Closed -$252K – 160
2024
Q1 		$252K Buy
1,883
+114
+6% +$15.1K 0.1% 136
2023
Q4 		$225K Buy
+1,769
New +$205K 0.1% 123

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

KFG Wealth Management's GPN Position: Q1 2025 in Review

KFG Wealth Management sold out of Global Payments (GPN) in Q1 2025, closing a stake of 2,044 shares — an estimated $229K sold.

KFG Wealth Management first reported a position in GPN in Q4 2023 and held it in 4 quarters. The position peaked at $252K in Q1 2024. 876 funds tracked by Wall St. Rank hold GPN as of Q1 2025.

  • KFG Wealth Management reported no remaining Global Payments position as of Q1 2025 after selling out during the quarter.
  • KFG Wealth Management sold 2,044 Global Payments shares in Q1 2025, an estimated $229K.
  • KFG Wealth Management first reported a position in Global Payments in Q4 2023 and held it in 4 quarters.
  • KFG Wealth Management's Global Payments position peaked at $252K in Q1 2024.
  • 876 funds tracked by Wall St. Rank held Global Payments as of Q1 2025.

Based on KFG Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.