Fiduciary Group’s Paychex PAYX Stock Holding History

Fiduciary 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 Q1	$309K	Sell	3,351 -482	-13%	-$47.7K	0.03%	258
2025 Q4	$430K	Sell	3,833 -800	-17%	-$93.6K	0.04%	223
2025 Q3	$587K	Hold	4,633	–	–	0.05%	188
2025 Q2	$674K	Hold	4,633	–	–	0.06%	179
2025 Q1	$715K	Sell	4,633 -89	-2%	-$13.1K	0.07%	173
2024 Q4	$662K	Sell	4,722 -40	-0.8%	-$5.68K	0.07%	176
2024 Q3	$639K	Sell	4,762 -29	-0.6%	-$3.68K	0.06%	175
2024 Q2	$568K	Hold	4,791	–	–	0.06%	180
2024 Q1	$588K	Sell	4,791 -37	-0.8%	-$4.49K	0.06%	168
2023 Q4	$575K	Sell	4,828 -58	-1%	-$6.87K	0.07%	166
2023 Q3	$564K	Hold	4,886	–	–	0.07%	153
2023 Q2	$547K	Sell	4,886 -24	-0.5%	-$2.63K	0.07%	154
2023 Q1	$563K	Sell	4,910 -74	-1%	-$8.42K	0.07%	148
2022 Q4	$576K	Buy	4,984 +117	+2%	+$13.7K	0.08%	147
2022 Q3	$591K	Sell	4,867 -126	-3%	-$15.6K	0.08%	145
2022 Q2	$659K	Buy	4,993 +101	+2%	+$12.7K	0.08%	139
2022 Q1	$578K	Hold	4,892	–	–	0.08%	143
2021 Q4	$668K	Sell	4,892 -100	-2%	-$12.4K	0.07%	143
2021 Q3	$617K	Sell	4,992 -237	-5%	-$26.6K	0.07%	144
2021 Q2	$597K	Hold	5,229	–	–	0.07%	146
2021 Q1	$510K	Hold	5,229	–	–	0.06%	148
2020 Q4	$472K	Sell	5,229 -148	-3%	-$13.1K	0.06%	148
2020 Q3	$429K	Sell	5,377 -784	-13%	-$58.9K	0.06%	147
2020 Q2	$467K	Buy	6,161 +350	+6%	+$24.3K	0.08%	136
2020 Q1	$366K	Buy	5,811 +281	+5%	+$22.4K	0.07%	136
2019 Q4	$470K	Sell	5,530 -500	-8%	-$42.2K	0.08%	137
2019 Q3	$499K	Hold	6,030	–	–	0.09%	130
2019 Q2	$496K	Hold	6,030	–	–	0.09%	129
2019 Q1	$484K	Buy	6,030 +423	+8%	+$31.2K	0.09%	128
2018 Q4	$365K	Sell	5,607 -439	-7%	-$29.7K	0.08%	136
2018 Q3	$445K	Sell	6,046 -200	-3%	-$14.4K	0.09%	130
2018 Q2	$427K	Sell	6,246 -77	-1%	-$4.97K	0.09%	129
2018 Q1	$389K	Hold	6,323	–	–	0.08%	133
2017 Q4	$430K	Sell	6,323 -242	-4%	-$15.9K	0.09%	128
2017 Q3	$394K	Sell	6,565 -1,800	-22%	-$103K	0.09%	131
2017 Q2	$476K	Buy	8,365 +2	+0%	+$117	0.11%	125
2017 Q1	$493K	Hold	8,363	–	–	0.12%	125
2016 Q4	$509K	Buy	8,363 +664	+9%	+$38.3K	0.13%	122
2016 Q3	$446K	Hold	7,699	–	–	0.12%	127
2016 Q2	$458K	Hold	7,699	–	–	0.13%	127
2016 Q1	$416K	Sell	7,699 -464	-6%	-$23.4K	0.12%	129
2015 Q4	$432K	Sell	8,163 -752	-8%	-$39.3K	0.13%	125
2015 Q3	$425K	Hold	8,915	–	–	0.14%	137
2015 Q2	$418K	Buy	+8,915	New	+$436K	0.13%	143

Other funds holding PAYX

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fiduciary Group's PAYX Position: Q1 2026 in Review

Fiduciary Group reduced its Paychex (PAYX) stake by 13% in Q1 2026, selling an estimated $47.7K and leaving 3,351 shares worth $309K. The position accounts for 0.03% of the portfolio, ranked #258.

Fiduciary Group first reported a position in PAYX in Q2 2015 and has held it in 44 quarters since. The position peaked at $715K in Q1 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

Fiduciary Group held 3,351 shares of Paychex worth $309K as of Q1 2026.
Fiduciary Group sold 482 Paychex shares in Q1 2026, an estimated $47.7K.
Paychex made up 0.03% of Fiduciary Group's portfolio in Q1 2026, its #258 holding.
Fiduciary Group first reported a position in Paychex in Q2 2015 and has held it in 44 quarters since.
Fiduciary Group's Paychex position peaked at $715K in Q1 2025.
1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.