Evergreen Private Wealth’s Paychex PAYX Stock Holding History

Evergreen Private Wealth’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	$135K	Sell	1,377 -40	-3%	-$3.79K	0.05%	81
2026 Q1	$131K	Buy	1,417 +180	+15%	+$17.8K	0.05%	82
2025 Q4	$139K	Buy	1,237 +178	+17%	+$20.8K	0.05%	78
2025 Q3	$134K	Sell	1,059 -28	-3%	-$3.88K	0.05%	79
2025 Q2	$158K	Sell	1,087 -233	-18%	-$35.1K	0.07%	75
2025 Q1	$204K	Sell	1,320 -1	-0.1%	-$147	0.1%	69
2024 Q4	$185K	Sell	1,321 -1	-0.1%	-$142	0.09%	69
2024 Q3	$177K	Buy	1,322 +9	+0.7%	+$1.14K	0.08%	72
2024 Q2	$156K	Sell	1,313 -3	-0.2%	-$367	0.08%	75
2024 Q1	$162K	Buy	1,316 +131	+11%	+$15.9K	0.08%	76
2023 Q4	$141K	Buy	+1,185	New	+$140K	0.08%	79

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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Evergreen Private Wealth's PAYX Position: Q2 2026 in Review

Evergreen Private Wealth reduced its Paychex (PAYX) stake by 2.8% in Q2 2026, selling an estimated $3.79K and leaving 1,377 shares worth $135K. The position accounts for 0.05% of the portfolio, ranked #81.

Evergreen Private Wealth first reported a position in PAYX in Q4 2023 and has held it in 11 quarters since. The position peaked at $204K in Q1 2025. 466 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Evergreen Private Wealth held 1,377 shares of Paychex worth $135K as of Q2 2026.
Evergreen Private Wealth sold 40 Paychex shares in Q2 2026, an estimated $3.79K.
Paychex made up 0.05% of Evergreen Private Wealth's portfolio in Q2 2026, its #81 holding.
Evergreen Private Wealth first reported a position in Paychex in Q4 2023 and has held it in 11 quarters since.
Evergreen Private Wealth's Paychex position peaked at $204K in Q1 2025.
466 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Evergreen Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.