Halbert Hargrove Global Advisors’s Paychex PAYX Stock Holding History

Halbert Hargrove Global Advisors’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	$3.33K	Buy	34 +4	+13%	+$379	﹤0.01%	364
2026 Q1	$2.76K	Sell	30 -20	-40%	-$1.98K	﹤0.01%	339
2025 Q4	$5.61K	Sell	50 -8	-14%	-$936	﹤0.01%	318
2025 Q3	$7.35K	Buy	58 +8	+16%	+$1.11K	﹤0.01%	368
2025 Q2	$7.27K	Sell	50 -13	-21%	-$1.96K	﹤0.01%	246
2025 Q1	$9.72K	Buy	63 +13	+26%	+$1.91K	﹤0.01%	251
2024 Q4	$7.01K	Buy	+50	New	+$7.1K	﹤0.01%	247

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

Halbert Hargrove Global Advisors's PAYX Position: Q2 2026 in Review

Halbert Hargrove Global Advisors increased its Paychex (PAYX) stake by 13% in Q2 2026, buying an estimated $379 and bringing the position to 34 shares worth $3.33K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Halbert Hargrove Global Advisors first reported a position in PAYX in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.72K in Q1 2025. 445 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Halbert Hargrove Global Advisors held 34 shares of Paychex worth $3.33K as of Q2 2026.
Halbert Hargrove Global Advisors bought 4 Paychex shares in Q2 2026, an estimated $379.
Paychex made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #364 holding.
Halbert Hargrove Global Advisors first reported a position in Paychex in Q4 2024 and has held it in 7 quarters since.
Halbert Hargrove Global Advisors's Paychex position peaked at $9.72K in Q1 2025.
445 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.