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Kingswood Wealth Advisors’s Global Payments GPN Stock Holding History

Kingswood Wealth Advisors’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
Q1 		– Sell
-2,795
Closed -$216K – 945
2025
Q4 		$216K Sell
2,795
-49
-2% -$3.94K 0.01% 795
2025
Q3 		$236K Sell
2,844
-46
-2% -$3.87K 0.01% 712
2025
Q2 		$231K Buy
+2,890
New +$229K 0.02% 655

Other funds holding GPN

GL
GTCR LLC Chicago, Illinois $3.78B AUM 27.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kingswood Wealth Advisors's GPN Position: Q1 2026 in Review

Kingswood Wealth Advisors sold out of Global Payments (GPN) in Q1 2026, closing a stake of 2,795 shares — an estimated $216K sold.

Kingswood Wealth Advisors first reported a position in GPN in Q2 2025 and held it in 3 quarters. The position peaked at $236K in Q3 2025. 795 funds tracked by Wall St. Rank hold GPN as of Q1 2026.

  • Kingswood Wealth Advisors reported no remaining Global Payments position as of Q1 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 2,795 Global Payments shares in Q1 2026, an estimated $216K.
  • Kingswood Wealth Advisors first reported a position in Global Payments in Q2 2025 and held it in 3 quarters.
  • Kingswood Wealth Advisors's Global Payments position peaked at $236K in Q3 2025.
  • 795 funds tracked by Wall St. Rank held Global Payments as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.