XML Financial’s Paysign PAYS Stock Holding History

XML Financial’s Portfolio PAYS Stock Details PAYS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$223K	Buy	+16,550	New	+$188K	0.02%	412

Other funds holding PAYS

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $935M AUM 16.74% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

XML Financial's PAYS Position: Q3 2026 in Review

XML Financial opened a new position in Paysign (PAYS) in Q3 2026: 16,550 shares worth $223K. The stake represents 0.02% of the portfolio and ranks #412 among its holdings.

30 funds tracked by Wall St. Rank hold PAYS as of Q3 2026.

XML Financial held 16,550 shares of Paysign worth $223K as of Q3 2026.
Paysign was a new XML Financial position in Q3 2026.
Paysign made up 0.02% of XML Financial's portfolio in Q3 2026, its #412 holding.
30 funds tracked by Wall St. Rank held Paysign as of Q3 2026.

Based on XML Financial's 13F filing for Q3 2026, filed 29 Oct 2026.