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Evolution Wealth Management’s Paychex PAYX Stock Holding History

Evolution 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 		$3.44K Hold
35
– – ﹤0.01% 763
2026
Q1 		$3.22K Hold
35
– – ﹤0.01% 683
2025
Q4 		$3.93K Buy
+35
New +$4.1K ﹤0.01% 573
2025
Q3 		– Sell
-33
Closed -$4.8K – 657
2025
Q2 		$4.8K Buy
+33
New +$4.97K 0.01% 455

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

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

Evolution Wealth Management held its Paychex (PAYX) position steady in Q2 2026 at 35 shares worth $3.44K. The position accounts for ﹤0.01% of the portfolio, ranked #763.

Evolution Wealth Management first reported a position in PAYX in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.8K in Q2 2025. 445 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Evolution Wealth Management held 35 shares of Paychex worth $3.44K as of Q2 2026.
  • Evolution Wealth Management left its Paychex share count unchanged in Q2 2026.
  • Paychex made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #763 holding.
  • Evolution Wealth Management first reported a position in Paychex in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's Paychex position peaked at $4.8K in Q2 2025.
  • 445 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

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