HWM
DAY

HB Wealth Management’s Dayforce DAY Stock Holding History

HB Wealth Management’s Portfolio DAY Stock Details DAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,751
Closed -$398K – 1599
2025
Q4 		$398K Buy
5,751
+2,587
+82% +$178K ﹤0.01% 992
2025
Q3 		$218K Buy
+3,164
New +$197K ﹤0.01% 1235

Other funds holding DAY

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

HB Wealth Management's DAY Position: Q1 2026 in Review

HB Wealth Management sold out of Dayforce (DAY) in Q1 2026, closing a stake of 5,751 shares — an estimated $398K sold.

HB Wealth Management first reported a position in DAY in Q3 2025 and held it in 2 quarters. The position peaked at $398K in Q4 2025. 1 fund tracked by Wall St. Rank holds DAY as of Q1 2026.

  • HB Wealth Management reported no remaining Dayforce position as of Q1 2026 after selling out during the quarter.
  • HB Wealth Management sold 5,751 Dayforce shares in Q1 2026, an estimated $398K.
  • HB Wealth Management first reported a position in Dayforce in Q3 2025 and held it in 2 quarters.
  • HB Wealth Management's Dayforce position peaked at $398K in Q4 2025.
  • 1 fund tracked by Wall St. Rank held Dayforce as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.