Creative Planning’s Paycor HCM, Inc. Common Stock PYCR Stock Holding History

Creative Planning’s Portfolio PYCR Stock Details PYCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-26,688	Closed	-$599K	–	3820
2025 Q1	$599K	Buy	26,688 +616	+2%	+$13.6K	﹤0.01%	2127
2024 Q4	$484K	Sell	26,072 -817	-3%	-$13.6K	﹤0.01%	2256
2024 Q3	$382K	Buy	26,889 +14,437	+116%	+$192K	﹤0.01%	2333
2024 Q2	$158K	Buy	+12,452	New	+$186K	﹤0.01%	2740

Other funds holding PYCR

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Creative Planning's PYCR Position: Q2 2025 in Review

Creative Planning sold out of Paycor HCM, Inc. Common Stock (PYCR) in Q2 2025, closing a stake of 26,688 shares — an estimated $599K sold.

Creative Planning first reported a position in PYCR in Q2 2024 and held it in 4 quarters. The position peaked at $599K in Q1 2025. 3 funds tracked by Wall St. Rank hold PYCR as of Q2 2025.

Creative Planning reported no remaining Paycor HCM, Inc. Common Stock position as of Q2 2025 after selling out during the quarter.
Creative Planning sold 26,688 Paycor HCM, Inc. Common Stock shares in Q2 2025, an estimated $599K.
Creative Planning first reported a position in Paycor HCM, Inc. Common Stock in Q2 2024 and held it in 4 quarters.
Creative Planning's Paycor HCM, Inc. Common Stock position peaked at $599K in Q1 2025.
3 funds tracked by Wall St. Rank held Paycor HCM, Inc. Common Stock as of Q2 2025.

Based on Creative Planning's 13F filing for Q2 2025, filed 8 Aug 2025.