IFG Advisory’s Paychex PAYX Stock Holding History

IFG Advisory’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	$7.37K	Sell	80 -3,257	-98%	-$322K	0.02%	279
2025 Q4	$374K	Sell	3,337 -123	-4%	-$14.4K	0.02%	576
2025 Q3	$439K	Sell	3,460 -51	-1%	-$7.08K	0.02%	526
2025 Q2	$511K	Buy	3,511 +367	+12%	+$55.3K	0.03%	465
2025 Q1	$485K	Buy	3,144 +973	+45%	+$143K	0.03%	441
2024 Q4	$304K	Buy	+2,171	New	+$308K	0.02%	536
2024 Q3	–	Sell	-20,466	Closed	-$2.43M	–	549
2024 Q2	$2.43M	Buy	20,466 +1,304	+7%	+$159K	0.16%	165
2024 Q1	$2.35M	Sell	19,162 -3,930	-17%	-$477K	0.18%	162
2023 Q4	$2.75M	Buy	23,092 +1,537	+7%	+$182K	0.2%	136
2023 Q3	$2.49M	Buy	21,555 +548	+3%	+$66K	0.21%	129
2023 Q2	$2.35M	Buy	21,007 +1,818	+9%	+$199K	0.21%	142
2023 Q1	$2.2M	Buy	19,189 +1,061	+6%	+$121K	0.21%	123
2022 Q4	$2.09M	Buy	18,128 +746	+4%	+$87.3K	0.21%	111
2022 Q3	$1.95M	Buy	17,382 +753	+5%	+$93.3K	0.18%	122
2022 Q2	$1.89M	Buy	16,629 +1,019	+7%	+$128K	0.2%	107
2022 Q1	$2.13M	Buy	15,610 +13,853	+788%	+$1.7M	0.21%	115
2021 Q4	$239K	Buy	+1,757	New	+$217K	0.02%	445
2021 Q2	–	Sell	-2,117	Closed	-$207K	–	501
2021 Q1	$207K	Buy	+2,117	New	+$195K	0.03%	463
2019 Q4	–	Sell	-5,870	Closed	-$485K	–	418
2019 Q3	$485K	Buy	5,870 +354	+6%	+$29.4K	0.09%	238
2019 Q2	$453K	Sell	5,516 -82	-1%	-$6.92K	0.08%	216
2019 Q1	$449K	Sell	5,598 -572	-9%	-$42.2K	0.09%	214
2018 Q4	$401K	Sell	6,170 -85	-1%	-$5.76K	0.09%	205
2018 Q3	$460K	Buy	6,255 +140	+2%	+$10.1K	0.09%	223
2018 Q2	$417K	Buy	6,115 +38	+0.6%	+$2.45K	0.09%	224
2018 Q1	$374K	Buy	6,077 +545	+10%	+$36K	0.08%	228
2017 Q4	$376K	Buy	+5,532	New	+$363K	0.08%	220

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

IFG Advisory's PAYX Position: Q1 2026 in Review

IFG Advisory reduced its Paychex (PAYX) stake by 98% in Q1 2026, selling an estimated $322K and leaving 80 shares worth $7.37K. The position accounts for 0.02% of the portfolio, ranked #279.

IFG Advisory first reported a position in PAYX in Q4 2017 and has held it in 26 quarters since. The position peaked at $2.75M in Q4 2023. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

IFG Advisory held 80 shares of Paychex worth $7.37K as of Q1 2026.
IFG Advisory sold 3,257 Paychex shares in Q1 2026, an estimated $322K.
Paychex made up 0.02% of IFG Advisory's portfolio in Q1 2026, its #279 holding.
IFG Advisory first reported a position in Paychex in Q4 2017 and has held it in 26 quarters since.
IFG Advisory's Paychex position peaked at $2.75M in Q4 2023.
1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.