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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Paychex PAYX Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$79.3K Buy
806
+8
+1% +$757 0.02% 271
2026
Q1 		$73.5K Buy
+798
New +$79K 0.02% 257
2023
Q2 		– Sell
-230
Closed -$26.4K – 308
2023
Q1 		$26.4K Hold
230
– – 0.02% 191
2022
Q4 		$26.6K Buy
+230
New +$26.9K 0.02% 184

Other funds holding PAYX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s PAYX Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Paychex (PAYX) stake by 1% in Q2 2026, buying an estimated $757 and bringing the position to 806 shares worth $79.3K. The position accounts for 0.02% of the portfolio, ranked #271.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in PAYX in Q4 2022 and has held it in 4 quarters since. 917 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 806 shares of Paychex worth $79.3K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 8 Paychex shares in Q2 2026, an estimated $757.
  • Paychex made up 0.02% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #271 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Paychex in Q4 2022 and has held it in 4 quarters since.
  • 917 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.