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B. Riley Wealth Advisors’s Paychex PAYX Stock Holding History

B. Riley Wealth Advisors’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
Q2 		$391K Sell
3,920
-795
-17% -$75.2K 0.02% 541
2026
Q1 		$439K Buy
4,715
+372
+9% +$36.8K 0.03% 469
2025
Q4 		$487K Sell
4,343
-4
-0.1% -$468 0.02% 529
2025
Q3 		$551K Sell
4,347
-1,752
-29% -$243K 0.03% 496
2025
Q2 		$887K Buy
+6,099
New +$918K 0.04% 379
2024
Q4 		$1.13M Sell
8,054
-1,310
-14% -$186K 0.04% 415
2024
Q3 		$1.27M Sell
9,364
-2,282
-20% -$290K 0.04% 440
2024
Q2 		$1.38M Sell
11,646
-3,415
-23% -$417K 0.04% 438
2024
Q1 		$1.74M Buy
15,061
+2,638
+21% +$320K 0.05% 392
2023
Q4 		$1.48M Sell
12,423
-2,638
-18% -$313K 0.04% 429
2023
Q3 		$1.74M Buy
15,061
+4,288
+40% +$517K 0.05% 392
2023
Q2 		$1.21M Buy
10,773
+367
+4% +$40.1K 0.03% 505
2023
Q1 		$1.19M Sell
10,406
-4,733
-31% -$538K 0.03% 488
2022
Q4 		$1.75M Buy
15,139
+506
+3% +$59.2K 0.05% 372
2022
Q3 		$1.64M Buy
14,633
+3,094
+27% +$383K 0.05% 355
2022
Q2 		$1.31M Sell
11,539
-6,385
-36% -$802K 0.06% 336
2022
Q1 		$2.45M Sell
17,924
-349
-2% -$42.8K 0.08% 255
2021
Q4 		$2.5M Buy
18,273
+3,309
+22% +$409K 0.07% 299
2021
Q3 		$1.68M Buy
14,964
+485
+3% +$54.5K 0.05% 386
2021
Q2 		$1.55M Sell
14,479
-4,441
-23% -$447K 0.05% 397
2021
Q1 		$1.85M Buy
18,920
+13,473
+247% +$1.24M 0.07% 327
2020
Q4 		$508K Sell
5,447
-465
-8% -$41.3K 0.03% 539
2020
Q3 		$470K Buy
5,912
+405
+7% +$30.4K 0.03% 551
2020
Q2 		$418K Buy
5,507
+28
+0.5% +$1.94K 0.03% 516
2020
Q1 		$345K Buy
5,479
+802
+17% +$64.1K 0.03% 497
2019
Q4 		$398K Buy
4,677
+385
+9% +$32.5K 0.03% 500
2019
Q3 		$356K Sell
4,292
-2,169
-34% -$180K 0.04% 529
2019
Q2 		$532K Buy
6,461
+72
+1% +$6.07K 0.06% 356
2019
Q1 		$513K Buy
6,389
+1,308
+26% +$96.5K 0.06% 334
2018
Q4 		$332K Sell
5,081
-48
-0.9% -$3.25K 0.05% 406
2018
Q3 		$379K Buy
5,129
+55
+1% +$3.95K 0.05% 421
2018
Q2 		$348K Sell
5,074
-16
-0.3% -$1.03K 0.05% 413
2018
Q1 		$314K Buy
5,090
+198
+4% +$13.1K 0.04% 440
2017
Q4 		$334K Sell
4,892
-91
-2% -$5.97K 0.05% 411
2017
Q3 		$300K Sell
4,983
-99
-2% -$5.65K 0.05% 374
2017
Q2 		$290K Buy
5,082
+645
+15% +$37.9K 0.05% 373
2017
Q1 		$262K Buy
4,437
+68
+2% +$4.13K 0.05% 386
2016
Q4 		$267K Buy
4,369
+296
+7% +$17.1K 0.05% 374
2016
Q3 		$237K Buy
+4,073
New +$244K 0.05% 484
2016
Q2 		– Sell
-3,906
Closed -$211K – 640
2016
Q1 		$211K Buy
+3,906
New +$197K 0.05% 460
2015
Q1 		– Sell
-726
Closed -$34 – 1551
2014
Q4 		$34 Buy
+726
New +$33.5K ﹤0.01% 2292
2014
Q3 		– Sell
-913
Closed -$37.9K – 1508
2014
Q2 		$37.9K Buy
+913
New +$37.5K 0.01% 1152

Other funds holding PAYX

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

B. Riley Wealth Advisors's PAYX Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Paychex (PAYX) stake by 17% in Q2 2026, selling an estimated $75.2K and leaving 3,920 shares worth $391K. The position accounts for 0.02% of the portfolio, ranked #541.

B. Riley Wealth Advisors first reported a position in PAYX in Q2 2014 and has held it in 42 quarters since. The position peaked at $2.5M in Q4 2021. 494 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • B. Riley Wealth Advisors held 3,920 shares of Paychex worth $391K as of Q2 2026.
  • B. Riley Wealth Advisors sold 795 Paychex shares in Q2 2026, an estimated $75.2K.
  • Paychex made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #541 holding.
  • B. Riley Wealth Advisors first reported a position in Paychex in Q2 2014 and has held it in 42 quarters since.
  • B. Riley Wealth Advisors's Paychex position peaked at $2.5M in Q4 2021.
  • 494 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.