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Summit Wealth Group (Colorado)’s Paycom PAYC Stock Holding History

Summit Wealth Group (Colorado)’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
-17,431
Closed -$779K – 395
2025
Q3 		$779K Buy
+17,431
New +$3.93M 0.12% 112

Other funds holding PAYC

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Summit Wealth Group (Colorado)'s PAYC Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Paycom (PAYC) in Q4 2025, closing a stake of 17,431 shares — an estimated $779K sold.

Summit Wealth Group (Colorado) first reported a position in PAYC in Q3 2025 and held it in 1 quarter. The position peaked at $779K in Q3 2025. 717 funds tracked by Wall St. Rank hold PAYC as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Paycom position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 17,431 Paycom shares in Q4 2025, an estimated $779K.
  • Summit Wealth Group (Colorado) first reported a position in Paycom in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Paycom position peaked at $779K in Q3 2025.
  • 717 funds tracked by Wall St. Rank held Paycom as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.