Root Financial Partners
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Root Financial Partners’s Global Payments GPN Stock Holding History

Root Financial Partners’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
Q3 		$55.5K Buy
+680
New +$58.3K ﹤0.01% 1029
2026
Q2 		– Sell
-725
Closed -$48.8K – 1547
2026
Q1 		$48.8K Buy
725
+491
+210% +$36.2K ﹤0.01% 887
2025
Q4 		$18.1K Sell
234
-88
-27% -$7.08K ﹤0.01% 1231
2025
Q3 		$26.8K Buy
+322
New +$27.1K ﹤0.01% 962

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Root Financial Partners's GPN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Global Payments (GPN) in Q3 2026: 680 shares worth $55.5K. The stake represents ﹤0.01% of the portfolio and ranks #1029 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in GPN as recently as Q1 2026.

Root Financial Partners first reported a position in GPN in Q3 2025 and has held it in 4 quarters since. 402 funds tracked by Wall St. Rank hold GPN as of Q3 2026.

  • Root Financial Partners held 680 shares of Global Payments worth $55.5K as of Q3 2026.
  • Global Payments was a new Root Financial Partners position in Q3 2026.
  • Global Payments made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1029 holding.
  • Root Financial Partners first reported a position in Global Payments in Q3 2025 and has held it in 4 quarters since.
  • 402 funds tracked by Wall St. Rank held Global Payments as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.