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Diversified Trust’s Paychex PAYX Stock Holding History

Diversified Trust’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 		$322K Buy
3,270
+9
+0.3% +$852 0.01% 892
2026
Q1 		$300K Sell
3,261
-130
-4% -$12.9K 0.01% 846
2025
Q4 		$380K Sell
3,391
-130
-4% -$15.2K 0.01% 751
2025
Q3 		$446K Buy
3,521
+1,335
+61% +$185K 0.01% 678
2025
Q2 		$318K Buy
2,186
+95
+5% +$14.3K 0.01% 734
2025
Q1 		$323K Buy
2,091
+193
+10% +$28.4K 0.01% 712
2024
Q4 		$266K Sell
1,898
-47
-2% -$6.67K 0.01% 775
2024
Q3 		$261K Sell
1,945
-30
-2% -$3.81K 0.01% 765
2024
Q2 		$234K Sell
1,975
-22,629
-92% -$2.76M 0.01% 747
2024
Q1 		$3.02M Buy
24,604
+14,603
+146% +$1.77M 0.09% 136
2023
Q4 		$1.19M Sell
10,001
-1,435
-13% -$170K 0.04% 253
2023
Q3 		$1.32M Buy
11,436
+515
+5% +$62.1K 0.05% 207
2023
Q2 		$1.22M Buy
10,921
+6,713
+160% +$734K 0.04% 227
2023
Q1 		$482K Buy
+4,208
New +$479K 0.02% 479
2022
Q2 		– Sell
-2,783
Closed -$380K – 831
2022
Q1 		$380K Buy
2,783
+245
+10% +$30.1K 0.01% 539
2021
Q4 		$346K Sell
2,538
-277
-10% -$34.2K 0.01% 586
2021
Q3 		$317K Buy
+2,815
New +$316K 0.01% 568
2021
Q2 		– Sell
-2,590
Closed -$254K – 860
2021
Q1 		$254K Sell
2,590
-1,116
-30% -$103K 0.01% 611
2020
Q4 		$345K Buy
+3,706
New +$329K 0.01% 463
2020
Q2 		– Sell
-3,525
Closed -$222K – 589
2020
Q1 		$222K Buy
3,525
+17
+0.5% +$1.36K 0.01% 351
2019
Q4 		$298K Buy
+3,508
New +$296K 0.01% 339

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

Diversified Trust's PAYX Position: Q2 2026 in Review

Diversified Trust increased its Paychex (PAYX) stake by 0.28% in Q2 2026, buying an estimated $852 and bringing the position to 3,270 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #892.

Diversified Trust first reported a position in PAYX in Q4 2019 and has held it in 21 quarters since. The position peaked at $3.02M in Q1 2024. 490 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Diversified Trust held 3,270 shares of Paychex worth $322K as of Q2 2026.
  • Diversified Trust bought 9 Paychex shares in Q2 2026, an estimated $852.
  • Paychex made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #892 holding.
  • Diversified Trust first reported a position in Paychex in Q4 2019 and has held it in 21 quarters since.
  • Diversified Trust's Paychex position peaked at $3.02M in Q1 2024.
  • 490 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.