Octavia Wealth Advisors’s Paycor HCM, Inc. Common Stock PYCR Stock Holding History

Octavia Wealth Advisors’s Portfolio PYCR Stock Details PYCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-14,159	Closed	-$318K	–	246
2025 Q1	$318K	Buy	14,159 +157	+1%	+$3.47K	0.04%	162
2024 Q4	$260K	Buy	14,002 +3,890	+38%	+$64.9K	0.03%	188
2024 Q3	$143K	Buy	+10,112	New	+$135K	0.02%	218

Other funds holding PYCR

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Octavia Wealth Advisors's PYCR Position: Q2 2025 in Review

Octavia Wealth Advisors sold out of Paycor HCM, Inc. Common Stock (PYCR) in Q2 2025, closing a stake of 14,159 shares — an estimated $318K sold.

Octavia Wealth Advisors first reported a position in PYCR in Q3 2024 and held it in 3 quarters. The position peaked at $318K in Q1 2025. 3 funds tracked by Wall St. Rank hold PYCR as of Q2 2025.

Octavia Wealth Advisors reported no remaining Paycor HCM, Inc. Common Stock position as of Q2 2025 after selling out during the quarter.
Octavia Wealth Advisors sold 14,159 Paycor HCM, Inc. Common Stock shares in Q2 2025, an estimated $318K.
Octavia Wealth Advisors first reported a position in Paycor HCM, Inc. Common Stock in Q3 2024 and held it in 3 quarters.
Octavia Wealth Advisors's Paycor HCM, Inc. Common Stock position peaked at $318K in Q1 2025.
3 funds tracked by Wall St. Rank held Paycor HCM, Inc. Common Stock as of Q2 2025.

Based on Octavia Wealth Advisors's 13F filing for Q2 2025, filed 16 Jul 2025.