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Financial Advocates Investment Management’s Paychex PAYX Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-6,732
Closed -$979K – 421
2025
Q2 		$979K Sell
6,732
-3,066
-31% -$462K 0.08% 232
2025
Q1 		$1.51M Buy
9,798
+146
+2% +$21.5K 0.11% 207
2024
Q4 		$1.35M Sell
9,652
-3,796
-28% -$539K 0.08% 230
2024
Q3 		$1.8M Buy
13,448
+1,119
+9% +$142K 0.1% 198
2024
Q2 		$1.46M Buy
12,329
+419
+4% +$51.2K 0.09% 212
2024
Q1 		$1.46M Sell
11,910
-151
-1% -$18.3K 0.08% 234
2023
Q4 		$1.44M Buy
12,061
+1,039
+9% +$123K 0.09% 216
2023
Q3 		$1.27M Buy
11,022
+648
+6% +$78.1K 0.09% 229
2023
Q2 		$1.16M Sell
10,374
-88
-0.8% -$9.63K 0.08% 245
2023
Q1 		$1.2M Buy
10,462
+1,071
+11% +$122K 0.09% 252
2022
Q4 		$1.09M Sell
9,391
-70,368
-88% -$8.24M 0.08% 268
2022
Q3 		$11M Buy
79,759
+72,221
+958% +$8.95M 0.91% 13
2022
Q2 		$858K Buy
7,538
+5,202
+223% +$653K 0.07% 291
2022
Q1 		$319K Buy
+2,336
New +$287K 0.02% 558
2020
Q1 		– Sell
-2,549
Closed -$217K – 530
2019
Q4 		$217K Sell
2,549
-34
-1% -$2.87K 0.02% 471
2019
Q3 		$214K Buy
2,583
+3
+0.1% +$249 0.02% 448
2019
Q2 		$212K Buy
2,580
+41
+2% +$3.46K 0.02% 444
2019
Q1 		$204K Buy
+2,539
New +$187K 0.03% 442

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Advocates Investment Management's PAYX Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Paychex (PAYX) in Q3 2025, closing a stake of 6,732 shares — an estimated $979K sold.

Financial Advocates Investment Management first reported a position in PAYX in Q1 2019 and held it in 18 quarters. The position peaked at $11M in Q3 2022. 1,619 funds tracked by Wall St. Rank hold PAYX as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Paychex position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 6,732 Paychex shares in Q3 2025, an estimated $979K.
  • Financial Advocates Investment Management first reported a position in Paychex in Q1 2019 and held it in 18 quarters.
  • Financial Advocates Investment Management's Paychex position peaked at $11M in Q3 2022.
  • 1,619 funds tracked by Wall St. Rank held Paychex as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.