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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
-19,947
Closed -$1.43M – 511
2025
Q3 		$1.43M Buy
+19,947
New +$4.49M 0.15% 120

Other funds holding PAYC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 19,947 shares — an estimated $1.43M sold.

Summit Wealth Group (Colorado) first reported a position in PAYC in Q3 2025 and held it in 1 quarter. The position peaked at $1.43M in Q3 2025. 719 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 19,947 Paycom shares in Q4 2025, an estimated $1.43M.
  • 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 $1.43M in Q3 2025.
  • 719 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.