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BSW Wealth Partners’s Paychex PAYX Stock Holding History

BSW Wealth Partners’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 		$219K Sell
2,223
-331
-13% -$31.3K 0.02% 306
2026
Q1 		$235K Buy
2,554
+330
+15% +$32.7K 0.03% 281
2025
Q4 		$249K Sell
2,224
-195
-8% -$22.8K 0.03% 273
2025
Q3 		$307K Buy
2,419
+224
+10% +$31.1K 0.04% 250
2025
Q2 		$319K Buy
2,195
+32
+1% +$4.82K 0.04% 232
2025
Q1 		$334K Buy
2,163
+207
+11% +$30.4K 0.05% 217
2024
Q4 		$274K Buy
1,956
+445
+29% +$63.2K 0.04% 242
2024
Q3 		$203K Buy
+1,511
New +$192K 0.03% 291
2022
Q4 		– Sell
-2,072
Closed -$232K – 325
2022
Q3 		$232K Sell
2,072
-292
-12% -$36.2K 0.06% 234
2022
Q2 		$269K Buy
2,364
+387
+20% +$48.6K 0.06% 207
2022
Q1 		$270K Buy
+1,977
New +$243K 0.07% 220
2021
Q2 		– Sell
-2,087
Closed -$204K – 252
2021
Q1 		$204K Buy
+2,087
New +$192K 0.06% 208

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
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BSW Wealth Partners's PAYX Position: Q2 2026 in Review

BSW Wealth Partners reduced its Paychex (PAYX) stake by 13% in Q2 2026, selling an estimated $31.3K and leaving 2,223 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #306.

BSW Wealth Partners first reported a position in PAYX in Q1 2021 and has held it in 12 quarters since. The position peaked at $334K in Q1 2025. 474 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • BSW Wealth Partners held 2,223 shares of Paychex worth $219K as of Q2 2026.
  • BSW Wealth Partners sold 331 Paychex shares in Q2 2026, an estimated $31.3K.
  • Paychex made up 0.02% of BSW Wealth Partners's portfolio in Q2 2026, its #306 holding.
  • BSW Wealth Partners first reported a position in Paychex in Q1 2021 and has held it in 12 quarters since.
  • BSW Wealth Partners's Paychex position peaked at $334K in Q1 2025.
  • 474 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.