Burkett Financial Services’s Paychex PAYX Stock Holding History

Burkett Financial Services’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	$2.29K	Buy	23 +1	+5%	+$95	﹤0.01%	235
2026 Q1	$2.11K	Hold	22	–	–	﹤0.01%	219
2025 Q4	$2.54K	Hold	22	–	–	﹤0.01%	199
2025 Q3	$2.85K	Hold	22	–	–	﹤0.01%	193
2025 Q2	$3.24K	Hold	22	–	–	﹤0.01%	182
2025 Q1	$3.42K	Hold	22	–	–	﹤0.01%	202
2024 Q4	$3.08K	Hold	22	–	–	﹤0.01%	178
2024 Q3	$2.95K	Buy	+22	New	+$2.79K	﹤0.01%	175

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

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

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

Burkett Financial Services's PAYX Position: Q2 2026 in Review

Burkett Financial Services increased its Paychex (PAYX) stake by 4.5% in Q2 2026, buying an estimated $95 and bringing the position to 23 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #235.

Burkett Financial Services first reported a position in PAYX in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.42K in Q1 2025. 410 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Burkett Financial Services held 23 shares of Paychex worth $2.29K as of Q2 2026.
Burkett Financial Services bought 1 Paychex share in Q2 2026, an estimated $95.
Paychex made up ﹤0.01% of Burkett Financial Services's portfolio in Q2 2026, its #235 holding.
Burkett Financial Services first reported a position in Paychex in Q3 2024 and has held it in 8 quarters since.
Burkett Financial Services's Paychex position peaked at $3.42K in Q1 2025.
410 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.