Golden State Wealth Management’s Paychex PAYX Stock Holding History

Golden State 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	$40.4K	Buy	411 +1	+0.2%	+$95	﹤0.01%	778
2026 Q1	$37.8K	Sell	410 -18	-4%	-$1.78K	﹤0.01%	752
2025 Q4	$48.1K	Buy	428 +32	+8%	+$3.75K	0.01%	698
2025 Q3	$50.2K	Hold	396	–	–	0.01%	679
2025 Q2	$57.6K	Hold	396	–	–	0.01%	615
2025 Q1	$61.1K	Sell	396 -23	-5%	-$3.38K	0.01%	552
2024 Q4	$58.8K	Buy	+419	New	+$59.5K	0.01%	551
2022 Q1	–	Sell	-2,131	Closed	-$291K	–	346
2021 Q4	$291K	Buy	+2,131	New	+$263K	0.05%	289
2020 Q2	–	Sell	-200	Closed	-$13K	–	684
2020 Q1	$13K	Buy	+200	New	+$16K	0.01%	574
2019 Q4	–	Sell	-200	Closed	-$17K	–	666
2019 Q3	$17K	Sell	200 -200	-50%	-$16.6K	0.01%	647
2019 Q2	$32K	Hold	400	–	–	0.01%	542
2019 Q1	$32K	Buy	+400	New	+$29.5K	0.01%	535

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

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

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) 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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Golden State Wealth Management's PAYX Position: Q2 2026 in Review

Golden State Wealth Management increased its Paychex (PAYX) stake by 0.24% in Q2 2026, buying an estimated $95 and bringing the position to 411 shares worth $40.4K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

Golden State Wealth Management first reported a position in PAYX in Q1 2019 and has held it in 12 quarters since. The position peaked at $291K in Q4 2021. 448 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Golden State Wealth Management held 411 shares of Paychex worth $40.4K as of Q2 2026.
Golden State Wealth Management bought 1 Paychex share in Q2 2026, an estimated $95.
Paychex made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #778 holding.
Golden State Wealth Management first reported a position in Paychex in Q1 2019 and has held it in 12 quarters since.
Golden State Wealth Management's Paychex position peaked at $291K in Q4 2021.
448 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.