MWA
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Medallion Wealth Advisors’s Paymentus PAY Stock Holding History

Medallion Wealth Advisors’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
Q1 		– Sell
-728
Closed -$23K – 1144
2025
Q4 		$23K Hold
728
– – 0.01% 614
2025
Q3 		$22.3K Buy
728
+71
+11% +$2.35K 0.01% 614
2025
Q2 		$21.2K Hold
657
– – 0.01% 611
2025
Q1 		$17.9K Buy
+657
New +$19.5K 0.01% 592

Other funds holding PAY

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Medallion Wealth Advisors's PAY Position: Q1 2026 in Review

Medallion Wealth Advisors sold out of Paymentus (PAY) in Q1 2026, closing a stake of 728 shares — an estimated $23K sold.

Medallion Wealth Advisors first reported a position in PAY in Q1 2025 and held it in 4 quarters. The position peaked at $23K in Q4 2025. 188 funds tracked by Wall St. Rank hold PAY as of Q1 2026.

  • Medallion Wealth Advisors reported no remaining Paymentus position as of Q1 2026 after selling out during the quarter.
  • Medallion Wealth Advisors sold 728 Paymentus shares in Q1 2026, an estimated $23K.
  • Medallion Wealth Advisors first reported a position in Paymentus in Q1 2025 and held it in 4 quarters.
  • Medallion Wealth Advisors's Paymentus position peaked at $23K in Q4 2025.
  • 188 funds tracked by Wall St. Rank held Paymentus as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.