Accurate Wealth Management’s Paycom PAYC Stock Holding History

Accurate Wealth Management’s Portfolio PAYC Stock Details PAYC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.18M	Sell	4,996 -39	-0.8%	-$7.61K	0.1%	202
2026 Q2	$700K	Sell	5,035 -512	-9%	-$66.8K	0.07%	281
2026 Q1	$630K	Sell	5,547 -920	-14%	-$123K	0.08%	265
2025 Q4	$1.02M	Sell	6,467 -838	-11%	-$148K	0.13%	177
2025 Q3	$1.46M	Buy	7,305 +93	+1%	+$21K	0.2%	124
2025 Q2	$1.65M	Buy	7,212 +627	+10%	+$149K	0.25%	104
2025 Q1	$1.42M	Buy	6,585 +1,792	+37%	+$378K	0.27%	88
2024 Q4	$968K	Buy	4,793 +1,330	+38%	+$271K	0.19%	125
2024 Q3	$571K	Buy	3,463 +938	+37%	+$150K	0.11%	171
2024 Q2	$394K	Buy	2,525 +913	+57%	+$157K	0.09%	195
2024 Q1	$295K	Buy	+1,612	New	+$308K	0.09%	217
2023 Q1	–	Sell	-98	Closed	-$29.2K	–	1054
2022 Q4	$29.2K	Buy	+98	New	+$31.6K	0.01%	573

Other funds holding PAYC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.3B AUM 33.78% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

SFG

Sather Financial Group Victoria, Texas $1.78B AUM 13.39% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Accurate Wealth Management's PAYC Position: Q3 2026 in Review

Accurate Wealth Management reduced its Paycom (PAYC) stake by 0.77% in Q3 2026, selling an estimated $7.61K and leaving 4,996 shares worth $1.18M. The position accounts for 0.1% of the portfolio, ranked #202.

Accurate Wealth Management first reported a position in PAYC in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.65M in Q2 2025. 406 funds tracked by Wall St. Rank hold PAYC as of Q3 2026.

Accurate Wealth Management held 4,996 shares of Paycom worth $1.18M as of Q3 2026.
Accurate Wealth Management sold 39 Paycom shares in Q3 2026, an estimated $7.61K.
Paycom made up 0.1% of Accurate Wealth Management's portfolio in Q3 2026, its #202 holding.
Accurate Wealth Management first reported a position in Paycom in Q4 2022 and has held it in 12 quarters since.
Accurate Wealth Management's Paycom position peaked at $1.65M in Q2 2025.
406 funds tracked by Wall St. Rank held Paycom as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.