Capital Advisors Inc’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 | $29.7M | Buy |
302,296
+5,954
| +2% | +$563K | 0.44% | 77 |
|
|
2026
Q1 | $27.3M | Buy |
296,342
+7,219
| +2% | +$714K | 0.44% | 77 |
|
|
2025
Q4 | $32.4M | Sell |
289,123
-7,600
| -3% | -$890K | 0.52% | 71 |
|
|
2025
Q3 | $37.6M | Buy |
296,723
+18,859
| +7% | +$2.62M | 0.63% | 64 |
|
|
2025
Q2 | $40.4M | Buy |
277,864
+866
| +0.3% | +$130K | 0.73% | 58 |
|
|
2025
Q1 | $42.7M | Buy |
276,998
+1,298
| +0.5% | +$191K | 0.85% | 43 |
|
|
2024
Q4 | $38.7M | Buy |
275,700
+2,707
| +1% | +$384K | 0.77% | 50 |
|
|
2024
Q3 | $36.6M | Buy |
272,993
+27,551
| +11% | +$3.5M | 0.73% | 56 |
|
|
2024
Q2 | $29.1M | Buy |
245,442
+6,767
| +3% | +$827K | 0.6% | 67 |
|
|
2024
Q1 | $29.3M | Buy |
238,675
+20,814
| +10% | +$2.53M | 0.63% | 62 |
|
|
2023
Q4 | $25.9M | Buy |
217,861
+3,203
| +1% | +$379K | 0.58% | 66 |
|
|
2023
Q3 | $24.8M | Buy |
214,658
+6,428
| +3% | +$775K | 0.65% | 66 |
|
|
2023
Q2 | $23.3M | Sell |
208,230
-70,638
| -25% | -$7.73M | 0.59% | 68 |
|
|
2023
Q1 | $32M | Buy |
278,868
+6,915
| +3% | +$787K | 0.86% | 46 |
|
|
2022
Q4 | $31.4M | Buy |
271,953
+94,429
| +53% | +$11.1M | 0.89% | 41 |
|
|
2022
Q3 | $19.4M | Buy |
177,524
+4,185
| +2% | +$519K | 0.6% | 68 |
|
|
2022
Q2 | $19.7M | Sell |
173,339
-69,519
| -29% | -$8.73M | 0.59% | 63 |
|
|
2022
Q1 | $33.1M | Buy |
242,858
+6,532
| +3% | +$802K | 0.91% | 41 |
|
|
2021
Q4 | $32.3M | Buy |
236,326
+3,070
| +1% | +$380K | 0.86% | 44 |
|
|
2021
Q3 | $26.2M | Sell |
233,256
-55,613
| -19% | -$6.25M | 0.78% | 51 |
|
|
2021
Q2 | $31M | Buy |
288,869
+11,881
| +4% | +$1.19M | 0.93% | 43 |
|
|
2021
Q1 | $27.1M | Buy |
276,988
+10,391
| +4% | +$957K | 0.89% | 45 |
|
|
2020
Q4 | $24.8M | Buy |
266,597
+1,241
| +0.5% | +$110K | 0.89% | 40 |
|
|
2020
Q3 | $21.2M | Buy |
265,356
+1,394
| +0.5% | +$105K | 0.86% | 40 |
|
|
2020
Q2 | $19.2M | Buy |
+263,962
| New | +$18.3M | 0.8% | 50 |
|
|
2015
Q1 | – | Sell |
-164,537
| Closed | -$7.6M | – | 131 |
|
|
2014
Q4 | $7.6M | Sell |
164,537
-2,732
| -2% | -$126K | 1.41% | 35 |
|
|
2014
Q3 | $7.39M | Buy |
167,269
+28,806
| +21% | +$1.21M | 1.51% | 26 |
|
|
2014
Q2 | $5.75M | Buy |
138,463
+11,250
| +9% | +$462K | 1.11% | 48 |
|
|
2014
Q1 | $5.42M | Buy |
127,213
+5,439
| +4% | +$231K | 1.18% | 45 |
|
|
2013
Q4 | $5.54M | Sell |
121,774
-4,358
| -3% | -$186K | 1.22% | 38 |
|
|
2013
Q3 | $5.13M | Buy |
126,132
+4,370
| +4% | +$173K | 1.23% | 39 |
|
|
2013
Q2 | $4.45M | Buy |
+121,762
| New | +$4.48M | 1.2% | 40 |
|
Other funds holding PAYX
Capital Advisors Inc's PAYX Position: Q2 2026 in Review
Capital Advisors Inc increased its Paychex (PAYX) stake by 2% in Q2 2026, buying an estimated $563K and bringing the position to 302,296 shares worth $29.7M. The position accounts for 0.44% of the portfolio, ranked #77.
Capital Advisors Inc first reported a position in PAYX in Q2 2013 and has held it in 32 quarters since. The position peaked at $42.7M in Q1 2025. 1,526 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.
- Capital Advisors Inc held 302,296 shares of Paychex worth $29.7M as of Q2 2026.
- Capital Advisors Inc bought 5,954 Paychex shares in Q2 2026, an estimated $563K.
- Paychex made up 0.44% of Capital Advisors Inc's portfolio in Q2 2026, its #77 holding.
- Capital Advisors Inc first reported a position in Paychex in Q2 2013 and has held it in 32 quarters since.
- Capital Advisors Inc's Paychex position peaked at $42.7M in Q1 2025.
- 1,526 funds tracked by Wall St. Rank held Paychex as of Q2 2026.
Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.