Pinnacle Wealth Planning Services’s Global Payments GPN Stock Holding History

Pinnacle Wealth Planning Services’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	$43.3K	Sell	644 -373	-37%	-$27.5K	﹤0.01%	1279
2025 Q4	$78.7K	Buy	+1,017	New	+$81.9K	0.01%	916
2024 Q2	–	Sell	-1,572	Closed	-$210K	–	532
2024 Q1	$210K	Buy	+1,572	New	+$208K	0.03%	412
2021 Q2	–	Sell	-1,052	Closed	-$212K	–	366
2021 Q1	$212K	Sell	1,052 -76	-7%	-$15.1K	0.05%	289
2020 Q4	$243K	Sell	1,128 -844	-43%	-$157K	0.06%	240
2020 Q3	$350K	Buy	+1,972	New	+$341K	0.12%	138

Other funds holding GPN

GTCR LLC Chicago, Illinois $3.78B AUM 27.82% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's GPN Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Global Payments (GPN) stake by 37% in Q1 2026, selling an estimated $27.5K and leaving 644 shares worth $43.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

Pinnacle Wealth Planning Services first reported a position in GPN in Q3 2020 and has held it in 6 quarters since. The position peaked at $350K in Q3 2020. 796 funds tracked by Wall St. Rank hold GPN as of Q1 2026.

Pinnacle Wealth Planning Services held 644 shares of Global Payments worth $43.3K as of Q1 2026.
Pinnacle Wealth Planning Services sold 373 Global Payments shares in Q1 2026, an estimated $27.5K.
Global Payments made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1279 holding.
Pinnacle Wealth Planning Services first reported a position in Global Payments in Q3 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's Global Payments position peaked at $350K in Q3 2020.
796 funds tracked by Wall St. Rank held Global Payments as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.