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Marshall & Sterling Wealth Advisors’s Global Payments GPN Stock Holding History

Marshall & Sterling 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
2025
Q2 		– Sell
-49
Closed -$4.8K – 650
2025
Q1 		$4.8K Buy
+49
New +$5.13K ﹤0.01% 481

Other funds holding GPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's GPN Position: Q2 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Global Payments (GPN) in Q2 2025, closing a stake of 49 shares — an estimated $4.8K sold.

Marshall & Sterling Wealth Advisors first reported a position in GPN in Q1 2025 and held it in 1 quarter. The position peaked at $4.8K in Q1 2025. 804 funds tracked by Wall St. Rank hold GPN as of Q2 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Global Payments position as of Q2 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 49 Global Payments shares in Q2 2025, an estimated $4.8K.
  • Marshall & Sterling Wealth Advisors first reported a position in Global Payments in Q1 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Global Payments position peaked at $4.8K in Q1 2025.
  • 804 funds tracked by Wall St. Rank held Global Payments as of Q2 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.