Allworth Financial’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.97M | Buy |
19,999
+3,385
| +20% | +$320K | 0.01% | 535 |
|
|
2026
Q1 | $1.53M | Buy |
16,614
+4,737
| +40% | +$469K | 0.01% | 600 |
|
|
2025
Q4 | $1.33M | Sell |
11,877
-7
| -0.1% | -$819 | 0.01% | 614 |
|
|
2025
Q3 | $1.51M | Buy |
11,884
+124
| +1% | +$17.2K | 0.01% | 562 |
|
|
2025
Q2 | $1.71M | Buy |
11,760
+1,539
| +15% | +$232K | 0.01% | 525 |
|
|
2025
Q1 | $1.47M | Sell |
10,221
-556
| -5% | -$81.8K | 0.01% | 461 |
|
|
2024
Q4 | $1.56M | Buy |
10,777
+1,382
| +15% | +$196K | 0.01% | 448 |
|
|
2024
Q3 | $1.26M | Sell |
9,395
-1,680
| -15% | -$213K | 0.01% | 400 |
|
|
2024
Q2 | $1.36M | Buy |
11,075
+593
| +6% | +$72.5K | 0.01% | 382 |
|
|
2024
Q1 | $1.29M | Sell |
10,482
-74
| -0.7% | -$8.98K | 0.01% | 371 |
|
|
2023
Q4 | $1.26M | Sell |
10,556
-1,528
| -13% | -$181K | 0.01% | 378 |
|
|
2023
Q3 | $1.39M | Buy |
12,084
+752
| +7% | +$90.6K | 0.01% | 328 |
|
|
2023
Q2 | $1.27M | Sell |
11,332
-200
| -2% | -$21.9K | 0.01% | 346 |
|
|
2023
Q1 | $1.32M | Buy |
11,532
+3,063
| +36% | +$348K | 0.01% | 318 |
|
|
2022
Q4 | $979K | Buy |
8,469
+739
| +10% | +$86.5K | 0.01% | 347 |
|
|
2022
Q3 | $867K | Buy |
7,730
+2,800
| +57% | +$347K | 0.01% | 346 |
|
|
2022
Q2 | $561K | Sell |
4,930
-2,015
| -29% | -$253K | 0.01% | 383 |
|
|
2022
Q1 | $948K | Sell |
6,945
-889
| -11% | -$109K | 0.01% | 313 |
|
|
2021
Q4 | $1.07M | Buy |
7,834
+745
| +11% | +$92.1K | 0.02% | 276 |
|
|
2021
Q3 | $797K | Buy |
7,089
+6,520
| +1,146% | +$732K | 0.01% | 261 |
|
|
2021
Q2 | $61K | Sell |
569
-750
| -57% | -$75.4K | ﹤0.01% | 570 |
|
|
2021
Q1 | $129K | Buy |
1,319
+85
| +7% | +$7.83K | ﹤0.01% | 415 |
|
|
2020
Q4 | $115K | Sell |
1,234
-128
| -9% | -$11.4K | ﹤0.01% | 355 |
|
|
2020
Q3 | $109K | Sell |
1,362
-160
| -11% | -$12K | ﹤0.01% | 317 |
|
|
2020
Q2 | $115K | Buy |
1,522
+203
| +15% | +$14.1K | ﹤0.01% | 295 |
|
|
2020
Q1 | $83K | Buy |
1,319
+127
| +11% | +$10.1K | ﹤0.01% | 334 |
|
|
2019
Q4 | $101K | Hold |
1,192
| – | – | ﹤0.01% | 281 |
|
|
2019
Q3 | $99K | Hold |
1,192
| – | – | ﹤0.01% | 238 |
|
|
2019
Q2 | $98K | Hold |
1,192
| – | – | ﹤0.01% | 240 |
|
|
2019
Q1 | $96K | Hold |
1,192
| – | – | ﹤0.01% | 240 |
|
|
2018
Q4 | $78K | Buy |
1,192
+750
| +170% | +$50.8K | ﹤0.01% | 240 |
|
|
2018
Q3 | $33K | Hold |
442
| – | – | ﹤0.01% | 347 |
|
|
2018
Q2 | $30K | Sell |
442
-50
| -10% | -$3.23K | ﹤0.01% | 348 |
|
|
2018
Q1 | $30K | Hold |
492
| – | – | ﹤0.01% | 311 |
|
|
2017
Q4 | $33K | Hold |
492
| – | – | ﹤0.01% | 303 |
|
|
2017
Q3 | $30K | Buy |
492
+292
| +146% | +$16.7K | ﹤0.01% | 298 |
|
|
2017
Q2 | $11K | Sell |
200
-25
| -11% | -$1.47K | ﹤0.01% | 468 |
|
|
2017
Q1 | $13K | Buy |
225
+25
| +13% | +$1.52K | ﹤0.01% | 417 |
|
|
2016
Q4 | $12K | Hold |
200
| – | – | ﹤0.01% | 377 |
|
|
2016
Q3 | $12K | Sell |
200
-42
| -17% | -$2.52K | ﹤0.01% | 390 |
|
|
2016
Q2 | $14K | Buy |
242
+42
| +21% | +$2.25K | ﹤0.01% | 354 |
|
|
2016
Q1 | $11K | Sell |
200
-78
| -28% | -$3.93K | ﹤0.01% | 373 |
|
|
2015
Q4 | $15K | Hold |
278
| – | – | ﹤0.01% | 343 |
|
|
2015
Q3 | $13K | Hold |
278
| – | – | ﹤0.01% | 363 |
|
|
2015
Q2 | $13K | Hold |
278
| – | – | ﹤0.01% | 359 |
|
|
2015
Q1 | $14K | Buy |
+278
| New | +$13.5K | 0.01% | 357 |
|
Other funds holding PAYX
Allworth Financial's PAYX Position: Q2 2026 in Review
Allworth Financial increased its Paychex (PAYX) stake by 20% in Q2 2026, buying an estimated $320K and bringing the position to 19,999 shares worth $1.97M. The position accounts for 0.01% of the portfolio, ranked #535.
Allworth Financial first reported a position in PAYX in Q1 2015 and has held it in 46 quarters since. 1,526 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.
- Allworth Financial held 19,999 shares of Paychex worth $1.97M as of Q2 2026.
- Allworth Financial bought 3,385 Paychex shares in Q2 2026, an estimated $320K.
- Paychex made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #535 holding.
- Allworth Financial first reported a position in Paychex in Q1 2015 and has held it in 46 quarters since.
- 1,526 funds tracked by Wall St. Rank held Paychex as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.