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Peak Financial Advisors’s Corpay CPAY Stock Holding History

Peak Financial Advisors’s Portfolio CPAY Stock Details CPAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7,393
Closed -$2.13M – 98
2025
Q3 		$2.13M Sell
7,393
-195
-3% -$62.2K 1.02% 32
2025
Q2 		$2.52M Buy
+7,588
New +$2.47M 1.29% 23
2024
Q3 		– Sell
-10,667
Closed -$2.84M – 93
2024
Q2 		$2.84M Buy
10,667
+558
+6% +$158K 1.63% 22
2024
Q1 		$3.12M Buy
10,109
+885
+10% +$254K 1.9% 14
2023
Q4 		$2.61M Buy
+9,224
New +$2.29M 1.74% 19

Other funds holding CPAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Peak Financial Advisors's CPAY Position: Q4 2025 in Review

Peak Financial Advisors sold out of Corpay (CPAY) in Q4 2025, closing a stake of 7,393 shares — an estimated $2.13M sold.

Peak Financial Advisors first reported a position in CPAY in Q4 2023 and held it in 5 quarters. The position peaked at $3.12M in Q1 2024. 667 funds tracked by Wall St. Rank hold CPAY as of Q4 2025.

  • Peak Financial Advisors reported no remaining Corpay position as of Q4 2025 after selling out during the quarter.
  • Peak Financial Advisors sold 7,393 Corpay shares in Q4 2025, an estimated $2.13M.
  • Peak Financial Advisors first reported a position in Corpay in Q4 2023 and held it in 5 quarters.
  • Peak Financial Advisors's Corpay position peaked at $3.12M in Q1 2024.
  • 667 funds tracked by Wall St. Rank held Corpay as of Q4 2025.

Based on Peak Financial Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.