Institute for Wealth Management’s Paycom PAYC Stock Holding History

Institute for Wealth Management’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 Q2	$19.5K	Buy	+155	New	+$20.2K	﹤0.01%	1138

Other funds holding PAYC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

SFG

Sather Financial Group Victoria, Texas $1.74B AUM 15.15% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Institute for Wealth Management's PAYC Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Paycom (PAYC) in Q2 2026: 155 shares worth $19.5K. The stake represents ﹤0.01% of the portfolio and ranks #1138 among its holdings.

325 funds tracked by Wall St. Rank hold PAYC as of Q2 2026.

Institute for Wealth Management held 155 shares of Paycom worth $19.5K as of Q2 2026.
Paycom was a new Institute for Wealth Management position in Q2 2026.
Paycom made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1138 holding.
325 funds tracked by Wall St. Rank held Paycom as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.