PWS
PAYC icon

Peterson Wealth Services’s Paycom PAYC Stock Holding History

Peterson Wealth 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
2026
Q2 		– Sell
-3,108
Closed -$378K – 246
2026
Q1 		$378K Buy
3,108
+3,071
+8,300% +$411K 0.09% 103
2025
Q4 		$5.9K Sell
37
-3,867
-99% -$685K ﹤0.01% 189
2025
Q3 		$755K Buy
3,904
+310
+9% +$69.8K 0.19% 78
2025
Q2 		$832K Buy
3,594
+2
+0.1% +$474 0.23% 67
2025
Q1 		$785K Buy
+3,592
New +$758K 0.24% 61

Other funds holding PAYC

RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
SFG
Sather Financial Group Victoria, Texas $1.74B AUM 15.15% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return

Peterson Wealth Services's PAYC Position: Q2 2026 in Review

Peterson Wealth Services sold out of Paycom (PAYC) in Q2 2026, closing a stake of 3,108 shares — an estimated $378K sold.

Peterson Wealth Services first reported a position in PAYC in Q1 2025 and held it in 5 quarters. The position peaked at $832K in Q2 2025. 196 funds tracked by Wall St. Rank hold PAYC as of Q2 2026.

  • Peterson Wealth Services reported no remaining Paycom position as of Q2 2026 after selling out during the quarter.
  • Peterson Wealth Services sold 3,108 Paycom shares in Q2 2026, an estimated $378K.
  • Peterson Wealth Services first reported a position in Paycom in Q1 2025 and held it in 5 quarters.
  • Peterson Wealth Services's Paycom position peaked at $832K in Q2 2025.
  • 196 funds tracked by Wall St. Rank held Paycom as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.