N.E.W. Advisory Services’s Paycom PAYC Stock Holding History

N.E.W. Advisory Services’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
2025 Q4	–	Sell	-26	Closed	-$5.41K	–	917
2025 Q3	$5.41K	Hold	26	–	–	﹤0.01%	653
2025 Q2	$6.02K	Hold	26	–	–	﹤0.01%	629
2025 Q1	$5.68K	Buy	+26	New	+$5.48K	﹤0.01%	698

Other funds holding PAYC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

N.E.W. Advisory Services's PAYC Position: Q4 2025 in Review

N.E.W. Advisory Services sold out of Paycom (PAYC) in Q4 2025, closing a stake of 26 shares — an estimated $5.41K sold.

N.E.W. Advisory Services first reported a position in PAYC in Q1 2025 and held it in 3 quarters. The position peaked at $6.02K in Q2 2025. 717 funds tracked by Wall St. Rank hold PAYC as of Q4 2025.

N.E.W. Advisory Services reported no remaining Paycom position as of Q4 2025 after selling out during the quarter.
N.E.W. Advisory Services sold 26 Paycom shares in Q4 2025, an estimated $5.41K.
N.E.W. Advisory Services first reported a position in Paycom in Q1 2025 and held it in 3 quarters.
N.E.W. Advisory Services's Paycom position peaked at $6.02K in Q2 2025.
717 funds tracked by Wall St. Rank held Paycom as of Q4 2025.

Based on N.E.W. Advisory Services's 13F filing for Q4 2025, filed 28 Jan 2026.