EWA
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EverSource Wealth Advisors’s Paymentus PAY Stock Holding History

EverSource Wealth Advisors’s Portfolio PAY Stock Details PAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.1K Sell
458
-482
-51% -$11.8K ﹤0.01% 2849
2026
Q1 		$23.9K Buy
940
+805
+596% +$21.2K ﹤0.01% 2391
2025
Q4 		$4.26K Buy
+135
New +$4.4K ﹤0.01% 3188
2025
Q1 		– Sell
-2
Closed -$65 – 4139
2024
Q4 		$65 Buy
+2
New +$59 ﹤0.01% 3611

Other funds holding PAY

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

EverSource Wealth Advisors's PAY Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Paymentus (PAY) stake by 51% in Q2 2026, selling an estimated $11.8K and leaving 458 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2849.

EverSource Wealth Advisors first reported a position in PAY in Q4 2024 and has held it in 4 quarters since. The position peaked at $23.9K in Q1 2026. 184 funds tracked by Wall St. Rank hold PAY as of Q2 2026.

  • EverSource Wealth Advisors held 458 shares of Paymentus worth $11.1K as of Q2 2026.
  • EverSource Wealth Advisors sold 482 Paymentus shares in Q2 2026, an estimated $11.8K.
  • Paymentus made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2849 holding.
  • EverSource Wealth Advisors first reported a position in Paymentus in Q4 2024 and has held it in 4 quarters since.
  • EverSource Wealth Advisors's Paymentus position peaked at $23.9K in Q1 2026.
  • 184 funds tracked by Wall St. Rank held Paymentus as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.