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Castle Rock Wealth Management’s Paychex PAYX Stock Holding History

Castle Rock Wealth Management’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 		$1.35M Buy
13,185
+851
+7% +$80.5K 0.27% 101
2026
Q1 		$1.13M Buy
+12,334
New +$1.22M 0.24% 112

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

Castle Rock Wealth Management's PAYX Position: Q2 2026 in Review

Castle Rock Wealth Management increased its Paychex (PAYX) stake by 6.9% in Q2 2026, buying an estimated $80.5K and bringing the position to 13,185 shares worth $1.35M. The position accounts for 0.27% of the portfolio, ranked #101.

Castle Rock Wealth Management first reported a position in PAYX in Q1 2026 and has held it in 2 quarters since. 458 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Castle Rock Wealth Management held 13,185 shares of Paychex worth $1.35M as of Q2 2026.
  • Castle Rock Wealth Management bought 851 Paychex shares in Q2 2026, an estimated $80.5K.
  • Paychex made up 0.27% of Castle Rock Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Castle Rock Wealth Management first reported a position in Paychex in Q1 2026 and has held it in 2 quarters since.
  • 458 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.