SFG
ADP icon

Shum Financial Group’s Automatic Data Processing ADP Stock Holding History

Shum Financial Group’s Portfolio ADP Stock Details ADP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-694
Closed -$204K – 93
2025
Q3 		$204K Buy
+694
New +$209K 0.15% 93
2025
Q1 		$212K Hold
694
– – 0.18% 86
2024
Q4 		$204K Sell
694
-255
-27% -$75.4K 0.18% 87
2024
Q3 		$276K Buy
+949
New +$248K 0.23% 81

Other funds holding ADP

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Shum Financial Group's ADP Position: Q4 2025 in Review

Shum Financial Group sold out of Automatic Data Processing (ADP) in Q4 2025, closing a stake of 694 shares — an estimated $204K sold.

Shum Financial Group first reported a position in ADP in Q3 2024 and held it in 4 quarters. The position peaked at $276K in Q3 2024. 2,402 funds tracked by Wall St. Rank hold ADP as of Q4 2025.

  • Shum Financial Group reported no remaining Automatic Data Processing position as of Q4 2025 after selling out during the quarter.
  • Shum Financial Group sold 694 Automatic Data Processing shares in Q4 2025, an estimated $204K.
  • Shum Financial Group first reported a position in Automatic Data Processing in Q3 2024 and held it in 4 quarters.
  • Shum Financial Group's Automatic Data Processing position peaked at $276K in Q3 2024.
  • 2,402 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2025.

Based on Shum Financial Group's 13F filing for Q4 2025, filed 15 Jan 2026.