Dogwood Wealth Management’s Paychex PAYX Stock Holding History

Dogwood 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	$6K	Sell	61 -53	-46%	-$5.01K	﹤0.01%	477
2026 Q1	$10.5K	Buy	114 +40	+54%	+$3.96K	﹤0.01%	335
2025 Q4	$8.3K	Sell	74 -3,808	-98%	-$446K	﹤0.01%	325
2025 Q3	$492K	Sell	3,882 -722	-16%	-$100K	0.22%	70
2025 Q2	$667K	Sell	4,604 -93	-2%	-$14K	0.33%	66
2025 Q1	$725K	Buy	4,697 +394	+9%	+$57.9K	0.38%	57
2024 Q4	$603K	Buy	4,303 +344	+9%	+$48.9K	0.32%	66
2024 Q3	$531K	Buy	3,959 +2,324	+142%	+$295K	0.31%	56
2024 Q2	$194K	Buy	+1,635	New	+$200K	0.12%	85
2024 Q1	–	Hold	0	–	–	–	363
2023 Q4	–	Hold	0	–	–	–	344

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

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) 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

Dogwood Wealth Management's PAYX Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Paychex (PAYX) stake by 46% in Q2 2026, selling an estimated $5.01K and leaving 61 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Dogwood Wealth Management first reported a position in PAYX in Q2 2024 and has held it in 9 quarters since. The position peaked at $725K in Q1 2025. 494 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Dogwood Wealth Management held 61 shares of Paychex worth $6K as of Q2 2026.
Dogwood Wealth Management sold 53 Paychex shares in Q2 2026, an estimated $5.01K.
Paychex made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #477 holding.
Dogwood Wealth Management first reported a position in Paychex in Q2 2024 and has held it in 9 quarters since.
Dogwood Wealth Management's Paychex position peaked at $725K in Q1 2025.
494 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.