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Legacy Wealth Asset Management’s Paycom PAYC Stock Holding History

Legacy Wealth Asset 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
Q3 		$1.28M Sell
5,876
-1,401
-19% -$273K 0.28% 99
2026
Q2 		$915K Buy
7,277
+1,475
+25% +$192K 0.2% 136
2026
Q1 		$705K Buy
5,802
+915
+19% +$122K 0.17% 199
2025
Q4 		$779K Buy
4,887
+1,113
+29% +$197K 0.19% 164
2025
Q3 		$786K Buy
3,774
+18
+0.5% +$4.05K 0.19% 157
2025
Q2 		$869K Sell
3,756
-85
-2% -$20.2K 0.22% 115
2025
Q1 		$839K Buy
3,841
+833
+28% +$176K 0.23% 112
2024
Q4 		$617K Buy
3,008
+785
+35% +$160K 0.17% 190
2024
Q3 		$370K Buy
+2,223
New +$356K 0.1% 281
2024
Q2 		– Sell
-1,114
Closed -$222K – 349
2024
Q1 		$222K Sell
1,114
-3
-0.3% -$574 0.06% 326
2023
Q4 		$231K Buy
1,117
+281
+34% +$59.4K 0.08% 320
2023
Q3 		$217K Sell
836
-57
-6% -$17.4K 0.08% 314
2023
Q2 		$287K Buy
893
+21
+2% +$6.19K 0.1% 291
2023
Q1 		$265K Buy
872
+8
+0.9% +$2.41K 0.1% 300
2022
Q4 		$268K Sell
864
-11
-1% -$3.55K 0.1% 295
2022
Q3 		$289K Sell
875
-48
-5% -$16.5K 0.13% 266
2022
Q2 		$259K Buy
923
+86
+10% +$25.4K 0.11% 253
2022
Q1 		$290K Buy
837
+92
+12% +$30.9K 0.1% 256
2021
Q4 		$309K Sell
745
-28
-4% -$13.3K 0.1% 257
2021
Q3 		$383K Buy
773
+4
+0.5% +$1.78K 0.18% 210
2021
Q2 		$280K Sell
769
-109
-12% -$38.6K 0.12% 254
2021
Q1 		$325K Buy
878
+2
+0.2% +$788 0.15% 236
2020
Q4 		$396K Buy
+876
New +$349K 0.2% 191

Other funds holding PAYC

RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Legacy Wealth Asset Management's PAYC Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its Paycom (PAYC) stake by 19% in Q3 2026, selling an estimated $273K and leaving 5,876 shares worth $1.28M. The position accounts for 0.28% of the portfolio, ranked #99.

Legacy Wealth Asset Management first reported a position in PAYC in Q4 2020 and has held it in 23 quarters since. 24 funds tracked by Wall St. Rank hold PAYC as of Q3 2026.

  • Legacy Wealth Asset Management held 5,876 shares of Paycom worth $1.28M as of Q3 2026.
  • Legacy Wealth Asset Management sold 1,401 Paycom shares in Q3 2026, an estimated $273K.
  • Paycom made up 0.28% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #99 holding.
  • Legacy Wealth Asset Management first reported a position in Paycom in Q4 2020 and has held it in 23 quarters since.
  • 24 funds tracked by Wall St. Rank held Paycom as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.