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GoalVest Advisory’s Paycom PAYC Stock Holding History

GoalVest Advisory’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 		$6.53K Buy
+30
New +$5.86K ﹤0.01% 511
2022
Q2 		– Sell
-1
Closed – – 477
2022
Q1 		$0 Buy
+1
New +$335 ﹤0.01% 471

Other funds holding PAYC

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

GoalVest Advisory's PAYC Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Paycom (PAYC) in Q3 2026: 30 shares worth $6.53K. The stake represents ﹤0.01% of the portfolio and ranks #511 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in PAYC as recently as Q1 2022.

GoalVest Advisory first reported a position in PAYC in Q1 2022 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold PAYC as of Q3 2026.

  • GoalVest Advisory held 30 shares of Paycom worth $6.53K as of Q3 2026.
  • Paycom was a new GoalVest Advisory position in Q3 2026.
  • Paycom made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #511 holding.
  • GoalVest Advisory first reported a position in Paycom in Q1 2022 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held Paycom as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.