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CWS Financial Advisors’s Paychex PAYX Stock Holding History

CWS Financial Advisors’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
Q1 		$569K Buy
6,181
+391
+7% +$38.7K 0.15% 85
2025
Q4 		$650K Buy
5,790
+1,163
+25% +$136K 0.18% 76
2025
Q3 		$587K Buy
4,627
+469
+11% +$65.1K 0.16% 73
2025
Q2 		$605K Buy
4,158
+884
+27% +$133K 0.18% 66
2025
Q1 		$505K Hold
3,274
– – 0.16% 76
2024
Q4 		$459K Buy
3,274
+783
+31% +$111K 0.15% 81
2024
Q3 		$334K Buy
2,491
+325
+15% +$41.3K 0.12% 89
2024
Q2 		$257K Sell
2,166
-2
-0.1% -$244 0.1% 92
2024
Q1 		$266K Sell
2,168
-6,378
-75% -$774K 0.11% 92
2023
Q4 		$1.02M Sell
8,546
-904
-10% -$107K 0.38% 37
2023
Q3 		$1.09M Sell
9,450
-212
-2% -$25.5K 0.44% 32
2023
Q2 		$1.08M Sell
9,662
-197
-2% -$21.5K 0.41% 35
2023
Q1 		$1.13M Sell
9,859
-2,040
-17% -$232K 0.45% 29
2022
Q4 		$1.17M Buy
11,899
+1,774
+18% +$208K 0.5% 25
2022
Q3 		$1.14M Sell
10,125
-2
-0% -$248 0.54% 27
2022
Q2 		$1.15M Sell
10,127
-792
-7% -$99.5K 0.53% 28
2022
Q1 		$1.49M Buy
10,919
+7
+0.1% +$859 0.56% 23
2021
Q4 		$1.49M Buy
+10,912
New +$1.35M 0.52% 24
2021
Q2 		$1.29M Buy
12,051
+152
+1% +$15.3K 0.52% 24
2021
Q1 		$1.17M Buy
11,899
+47
+0.4% +$4.33K 0.5% 25
2020
Q4 		$1.1M Sell
11,852
-13
-0.1% -$1.15K 0.64% 23
2020
Q3 		$946K Hold
11,865
– – 0.63% 25
2020
Q2 		$899K Buy
11,865
+2,317
+24% +$161K 0.65% 22
2020
Q1 		$812K Hold
9,548
– – 0.6% 21
2019
Q4 		$812K Buy
+9,548
New +$805K 0.59% 21

Other funds holding PAYX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWS Financial Advisors's PAYX Position: Q1 2026 in Review

CWS Financial Advisors increased its Paychex (PAYX) stake by 6.8% in Q1 2026, buying an estimated $38.7K and bringing the position to 6,181 shares worth $569K. The position accounts for 0.15% of the portfolio, ranked #85.

CWS Financial Advisors first reported a position in PAYX in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.49M in Q1 2022. 1,503 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • CWS Financial Advisors held 6,181 shares of Paychex worth $569K as of Q1 2026.
  • CWS Financial Advisors bought 391 Paychex shares in Q1 2026, an estimated $38.7K.
  • Paychex made up 0.15% of CWS Financial Advisors's portfolio in Q1 2026, its #85 holding.
  • CWS Financial Advisors first reported a position in Paychex in Q4 2019 and has held it in 25 quarters since.
  • CWS Financial Advisors's Paychex position peaked at $1.49M in Q1 2022.
  • 1,503 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.