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Synergy Financial Group’s Paycom PAYC Stock Holding History

Synergy Financial Group’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 		$425K Sell
3,384
-1,145
-25% -$149K 0.31% 64
2026
Q1 		$550K Buy
4,529
+753
+20% +$101K 0.41% 50
2025
Q4 		$602K Sell
3,776
-98
-3% -$17.4K 0.42% 45
2025
Q3 		$806K Buy
3,874
+245
+7% +$55.2K 0.54% 38
2025
Q2 		$840K Buy
3,629
+132
+4% +$31.3K 0.62% 36
2025
Q1 		$764K Buy
3,497
+878
+34% +$185K 0.69% 36
2024
Q4 		$537K Buy
2,619
+521
+25% +$106K 0.45% 46
2024
Q3 		$350K Sell
2,098
-40
-2% -$6.4K 0.33% 55
2024
Q2 		$306K Sell
2,138
-1,633
-43% -$280K 0.32% 59
2024
Q1 		$750K Buy
3,771
+286
+8% +$54.7K 0.85% 29
2023
Q4 		$720K Sell
3,485
-76
-2% -$16.1K 0.88% 26
2023
Q3 		$923K Sell
3,561
-8
-0.2% -$2.44K 1.29% 21
2023
Q2 		$1.15M Buy
3,569
+302
+9% +$89K 1.55% 15
2023
Q1 		$993K Sell
3,267
-59
-2% -$17.8K 1.62% 17
2022
Q4 		$1.03M Sell
3,326
-73
-2% -$23.6K 2.04% 13
2022
Q3 		$1.12M Buy
3,399
+197
+6% +$67.8K 1.68% 16
2022
Q2 		$897K Buy
3,202
+93
+3% +$27.4K 1.41% 23
2022
Q1 		$1.08M Buy
3,109
+449
+17% +$151K 1.13% 26
2021
Q4 		$1.1M Buy
+2,660
New +$1.26M 0.99% 28

Other funds holding PAYC

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Synergy Financial Group's PAYC Position: Q2 2026 in Review

Synergy Financial Group reduced its Paycom (PAYC) stake by 25% in Q2 2026, selling an estimated $149K and leaving 3,384 shares worth $425K. The position accounts for 0.31% of the portfolio, ranked #64.

Synergy Financial Group first reported a position in PAYC in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.15M in Q2 2023. 599 funds tracked by Wall St. Rank hold PAYC as of Q2 2026.

  • Synergy Financial Group held 3,384 shares of Paycom worth $425K as of Q2 2026.
  • Synergy Financial Group sold 1,145 Paycom shares in Q2 2026, an estimated $149K.
  • Paycom made up 0.31% of Synergy Financial Group's portfolio in Q2 2026, its #64 holding.
  • Synergy Financial Group first reported a position in Paycom in Q4 2021 and has held it in 19 quarters since.
  • Synergy Financial Group's Paycom position peaked at $1.15M in Q2 2023.
  • 599 funds tracked by Wall St. Rank held Paycom as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.