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Elevation Wealth Partners’s Paycom PAYC Stock Holding History

Elevation Wealth Partners’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 		$50.7K Buy
233
+101
+77% +$19.7K 0.01% 388
2026
Q2 		$16.6K Buy
132
+116
+725% +$15.1K 0.01% 649
2026
Q1 		$1.95K Sell
16
-26
-62% -$3.48K ﹤0.01% 918
2025
Q4 		$6.69K Buy
+42
New +$7.44K ﹤0.01% 561

Other funds holding PAYC

RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Elevation Wealth Partners's PAYC Position: Q3 2026 in Review

Elevation Wealth Partners increased its Paycom (PAYC) stake by 77% in Q3 2026, buying an estimated $19.7K and bringing the position to 233 shares worth $50.7K. The position accounts for 0.01% of the portfolio, ranked #388.

Elevation Wealth Partners first reported a position in PAYC in Q4 2025 and has held it in 4 quarters since. 24 funds tracked by Wall St. Rank hold PAYC as of Q3 2026.

  • Elevation Wealth Partners held 233 shares of Paycom worth $50.7K as of Q3 2026.
  • Elevation Wealth Partners bought 101 Paycom shares in Q3 2026, an estimated $19.7K.
  • Paycom made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #388 holding.
  • Elevation Wealth Partners first reported a position in Paycom in Q4 2025 and has held it in 4 quarters since.
  • 24 funds tracked by Wall St. Rank held Paycom as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.