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Cyndeo Wealth Partners’s Paychex PAYX Stock Holding History

Cyndeo Wealth Partners’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 		$394K Buy
4,011
+1
+0% +$95 0.02% 387
2026
Q1 		$369K Buy
4,010
+559
+16% +$55.3K 0.02% 375
2025
Q4 		$387K Buy
3,451
+110
+3% +$12.9K 0.02% 365
2025
Q3 		$424K Sell
3,341
-37
-1% -$5.13K 0.02% 331
2025
Q2 		$491K Sell
3,378
-2
-0.1% -$301 0.03% 308
2025
Q1 		$521K Buy
3,380
+301
+10% +$44.3K 0.03% 289
2024
Q4 		$432K Buy
3,079
+2
+0.1% +$284 0.03% 318
2024
Q3 		$413K Buy
3,077
+426
+16% +$54.1K 0.03% 321
2024
Q2 		$314K Sell
2,651
-77
-3% -$9.41K 0.02% 329
2024
Q1 		$335K Sell
2,728
-6
-0.2% -$728 0.03% 313
2023
Q4 		$326K Buy
2,734
+1
+0% +$118 0.03% 302
2023
Q3 		$315K Buy
+2,733
New +$329K 0.03% 269

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
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 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

Cyndeo Wealth Partners's PAYX Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Paychex (PAYX) stake by 0.02% in Q2 2026, buying an estimated $95 and bringing the position to 4,011 shares worth $394K. The position accounts for 0.02% of the portfolio, ranked #387.

Cyndeo Wealth Partners first reported a position in PAYX in Q3 2023 and has held it in 12 quarters since. The position peaked at $521K in Q1 2025. 494 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Cyndeo Wealth Partners held 4,011 shares of Paychex worth $394K as of Q2 2026.
  • Cyndeo Wealth Partners bought 1 Paychex share in Q2 2026, an estimated $95.
  • Paychex made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #387 holding.
  • Cyndeo Wealth Partners first reported a position in Paychex in Q3 2023 and has held it in 12 quarters since.
  • Cyndeo Wealth Partners's Paychex position peaked at $521K in Q1 2025.
  • 494 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.