Advocate Group’s Paychex PAYX Stock Holding History

Advocate Group’s Portfolio PAYX Stock Details PAYX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$816K	Hold	8,286	–	–	0.13%	86
2026 Q2	$815K	Hold	8,286	–	–	0.12%	86
2026 Q1	$763K	Hold	8,286	–	–	0.12%	87
2025 Q4	$930K	Hold	8,286	–	–	0.15%	83
2025 Q3	$1.05M	Sell	8,286 -479	-5%	-$66.4K	0.17%	79
2025 Q2	$1.27M	Sell	8,765 -73	-0.8%	-$11K	0.23%	78
2025 Q1	$1.36M	Buy	8,838 +49	+0.6%	+$7.21K	0.25%	75
2024 Q4	$1.23M	Sell	8,789 -54	-0.6%	-$7.67K	0.23%	77
2024 Q3	$1.19M	Sell	8,843 -48	-0.5%	-$6.1K	0.22%	75
2024 Q2	$1.05M	Sell	8,891 -470	-5%	-$57.4K	0.21%	77
2024 Q1	$1.15M	Sell	9,361 -40	-0.4%	-$4.86K	0.23%	79
2023 Q4	$1.12M	Sell	9,401 -1,159	-11%	-$137K	0.24%	79
2023 Q3	$1.22M	Sell	10,560 -465	-4%	-$56K	0.28%	75
2023 Q2	$1.23M	Sell	11,025 -31	-0.3%	-$3.39K	0.27%	74
2023 Q1	$1.27M	Sell	11,056 -914	-8%	-$104K	0.28%	72
2022 Q4	$1.38M	Sell	11,970 -2,372	-17%	-$278K	0.3%	69
2022 Q3	$1.61M	Sell	14,342 -3,302	-19%	-$409K	0.4%	61
2022 Q2	$2.01M	Buy	+17,644	New	+$2.22M	0.47%	60

Other funds holding PAYX

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

MCI

McDonald Capital Investors Orinda, California $1.22B AUM 4.07% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Grandfield & Dodd New York $1.87B AUM 27.26% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Advocate Group's PAYX Position: Q3 2026 in Review

Advocate Group held its Paychex (PAYX) position steady in Q3 2026 at 8,286 shares worth $816K. The position accounts for 0.13% of the portfolio, ranked #86.

Advocate Group first reported a position in PAYX in Q2 2022 and has held it in 18 quarters since. The position peaked at $2.01M in Q2 2022. 682 funds tracked by Wall St. Rank hold PAYX as of Q3 2026.

Advocate Group held 8,286 shares of Paychex worth $816K as of Q3 2026.
Advocate Group left its Paychex share count unchanged in Q3 2026.
Paychex made up 0.13% of Advocate Group's portfolio in Q3 2026, its #86 holding.
Advocate Group first reported a position in Paychex in Q2 2022 and has held it in 18 quarters since.
Advocate Group's Paychex position peaked at $2.01M in Q2 2022.
682 funds tracked by Wall St. Rank held Paychex as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.