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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Paymentus PAY Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$156K Buy
6,450
+1,080
+20% +$26.5K 0.04% 199
2026
Q1 		$136K Buy
+5,370
New +$141K 0.04% 194

Other funds holding PAY

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VIG
Vienna Insurance Group Warsaw, Poland $381M AUM 105.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
PIP
Palisades Investment Partners Santa Monica, California $352M AUM 76.79% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s PAY Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Paymentus (PAY) stake by 20% in Q2 2026, buying an estimated $26.5K and bringing the position to 6,450 shares worth $156K. The position accounts for 0.04% of the portfolio, ranked #199.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in PAY in Q1 2026 and has held it in 2 quarters since. 56 funds tracked by Wall St. Rank hold PAY as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 6,450 shares of Paymentus worth $156K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 1,080 Paymentus shares in Q2 2026, an estimated $26.5K.
  • Paymentus made up 0.04% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #199 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Paymentus in Q1 2026 and has held it in 2 quarters since.
  • 56 funds tracked by Wall St. Rank held Paymentus as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.