Everhart Financial Group’s Paychex PAYX Stock Holding History

Everhart Financial Group’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	$262K	Buy	+2,667	New	+$252K	0.02%	410

Other funds holding PAYX

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Everhart Financial Group's PAYX Position: Q2 2026 in Review

Everhart Financial Group opened a new position in Paychex (PAYX) in Q2 2026: 2,667 shares worth $262K. The stake represents 0.02% of the portfolio and ranks #410 among its holdings.

279 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Everhart Financial Group held 2,667 shares of Paychex worth $262K as of Q2 2026.
Paychex was a new Everhart Financial Group position in Q2 2026.
Paychex made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #410 holding.
279 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.