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Bruce G. Allen Investments’s Paychex PAYX Stock Holding History

Bruce G. Allen Investments’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 		$34.2K Sell
348
-121
-26% -$11.4K 0.02% 331
2026
Q1 		$43.2K Buy
469
+120
+34% +$11.9K 0.03% 283
2025
Q4 		$39.2K Sell
349
-49
-12% -$5.74K 0.03% 304
2025
Q3 		$50.5K Sell
398
-7
-2% -$971 0.04% 262
2025
Q2 		$58.9K Sell
405
-2
-0.5% -$301 0.04% 235
2025
Q1 		$62.8K Buy
407
+11
+3% +$1.62K 0.05% 208
2024
Q4 		$55.5K Sell
396
-7
-2% -$994 0.05% 236
2024
Q3 		$54.1K Sell
403
-3
-0.7% -$381 0.04% 249
2024
Q2 		$48.1K Buy
406
+300
+283% +$36.7K 0.04% 243
2024
Q1 		$13K Buy
106
+6
+6% +$728 0.01% 431
2023
Q4 		$11.9K Buy
+100
New +$11.8K 0.01% 445

Other funds holding PAYX

GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
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
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MCI
McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 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

Bruce G. Allen Investments's PAYX Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Paychex (PAYX) stake by 26% in Q2 2026, selling an estimated $11.4K and leaving 348 shares worth $34.2K. The position accounts for 0.02% of the portfolio, ranked #331.

Bruce G. Allen Investments first reported a position in PAYX in Q4 2023 and has held it in 11 quarters since. The position peaked at $62.8K in Q1 2025. 670 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Bruce G. Allen Investments held 348 shares of Paychex worth $34.2K as of Q2 2026.
  • Bruce G. Allen Investments sold 121 Paychex shares in Q2 2026, an estimated $11.4K.
  • Paychex made up 0.02% of Bruce G. Allen Investments's portfolio in Q2 2026, its #331 holding.
  • Bruce G. Allen Investments first reported a position in Paychex in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Paychex position peaked at $62.8K in Q1 2025.
  • 670 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.