Capital Advisors Ltd’s Paychex PAYX Stock Holding History

Capital Advisors Ltd’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	$138K	Sell	1,402 -16	-1%	-$1.51K	0.01%	352
2026 Q1	$131K	Buy	1,418 +18	+1%	+$1.78K	0.01%	342
2025 Q4	$157K	Sell	1,400 -14	-1%	-$1.64K	0.02%	309
2025 Q3	$179K	Sell	1,414 -1	-0.1%	-$139	0.02%	292
2025 Q2	$206K	Buy	1,415 +1	+0.1%	+$151	0.03%	267
2025 Q1	$218K	Sell	1,414 -8	-0.6%	-$1.18K	0.03%	260
2024 Q4	$199K	Sell	1,422 -7	-0.5%	-$994	0.03%	267
2024 Q3	$192K	Hold	1,429	–	–	0.02%	273
2024 Q2	$169K	Buy	1,429 +13	+0.9%	+$1.59K	0.02%	287
2024 Q1	$174K	Sell	1,416 -4	-0.3%	-$485	0.02%	287
2023 Q4	$169K	Sell	1,420 -10	-0.7%	-$1.19K	0.02%	282
2023 Q3	$165K	Buy	1,430 +23	+2%	+$2.77K	0.03%	270
2023 Q2	$157K	Buy	1,407 +1	+0.1%	+$109	0.02%	287
2023 Q1	$161K	Sell	1,406 -2,021	-59%	-$230K	0.03%	264
2022 Q4	$396K	Sell	3,427 -44	-1%	-$5.15K	0.07%	159
2022 Q3	$389K	Buy	3,471 +65	+2%	+$8.05K	0.08%	151
2022 Q2	$388K	Hold	3,406	–	–	0.07%	157
2022 Q1	$465K	Sell	3,406 -4	-0.1%	-$491	0.08%	141
2021 Q4	$465K	Buy	3,410 +4	+0.1%	+$494	0.08%	142
2021 Q3	$383K	Buy	3,406 +445	+15%	+$50K	0.07%	141
2021 Q2	$318K	Buy	2,961 +2,000	+208%	+$201K	0.06%	148
2021 Q1	$94K	Hold	961	–	–	0.02%	247
2020 Q4	$90K	Hold	961	–	–	0.02%	236
2020 Q3	$77K	Hold	961	–	–	0.02%	243
2020 Q2	$73K	Hold	961	–	–	0.02%	244
2020 Q1	$60K	Hold	961	–	–	0.02%	249
2019 Q4	$82K	Hold	961	–	–	0.02%	226
2019 Q3	$80K	Hold	961	–	–	0.02%	219
2019 Q2	$79K	Hold	961	–	–	0.02%	236
2019 Q1	$77K	Hold	961	–	–	0.02%	244
2018 Q4	$63K	Hold	961	–	–	0.02%	259
2018 Q3	$71K	Buy	+961	New	+$69.1K	0.02%	271
2015 Q3	–	Sell	-314	Closed	-$15K	–	342
2015 Q2	$15K	Sell	314 -440	-58%	-$21.5K	0.01%	263
2015 Q1	$37K	Hold	754	–	–	0.02%	200
2014 Q4	$35K	Hold	754	–	–	0.02%	198
2014 Q3	$33K	Hold	754	–	–	0.02%	204
2014 Q2	$31K	Hold	754	–	–	0.02%	210
2014 Q1	$32K	Hold	754	–	–	0.02%	208
2013 Q4	$34K	Buy	+754	New	+$32.2K	0.02%	171

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

Capital Advisors Ltd's PAYX Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Paychex (PAYX) stake by 1.1% in Q2 2026, selling an estimated $1.51K and leaving 1,402 shares worth $138K. The position accounts for 0.01% of the portfolio, ranked #352.

Capital Advisors Ltd first reported a position in PAYX in Q4 2013 and has held it in 39 quarters since. The position peaked at $465K in Q1 2022. 456 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Capital Advisors Ltd held 1,402 shares of Paychex worth $138K as of Q2 2026.
Capital Advisors Ltd sold 16 Paychex shares in Q2 2026, an estimated $1.51K.
Paychex made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #352 holding.
Capital Advisors Ltd first reported a position in Paychex in Q4 2013 and has held it in 39 quarters since.
Capital Advisors Ltd's Paychex position peaked at $465K in Q1 2022.
456 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.