LFA
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Legacy Financial Advisors’s Global Payments GPN Stock Holding History

Legacy Financial 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 		$692K Buy
10,280
+1,249
+14% +$92.1K 0.1% 181
2025
Q4 		$699K Buy
9,031
+1,393
+18% +$112K 0.1% 177
2025
Q3 		$635K Buy
7,638
+653
+9% +$55K 0.09% 202
2025
Q2 		$559K Buy
+6,985
New +$553K 0.09% 187
2019
Q2 		– Sell
-163
Closed -$22K – 429
2019
Q1 		$22K Buy
163
+5
+3% +$607 0.01% 432
2018
Q4 		$16K Sell
158
-7
-4% -$771 0.01% 454
2018
Q3 		$21K Hold
165
– – 0.01% 366
2018
Q2 		$19K Buy
165
+7
+4% +$791 0.01% 389
2018
Q1 		$17K Hold
158
– – 0.01% 388
2017
Q4 		$15K Buy
+158
New +$15.8K 0.01% 408

Other funds holding GPN

GL
GTCR LLC Chicago, Illinois $3.78B AUM 27.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $74.9B 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 $431B 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