JWCA
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J.W. Cole Advisors’s Paychex PAYX Stock Holding History

J.W. Cole 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 		$1.56M Buy
+15,826
New +$1.5M 0.03% 590
2026
Q1 		– Sell
-17,013
Closed -$1.87M – 1271
2025
Q4 		$1.87M Sell
17,013
-56
-0.3% -$6.55K 0.05% 414
2025
Q3 		$2.16M Buy
17,069
+412
+2% +$57.2K 0.04% 423
2025
Q2 		$2.42M Buy
16,657
+431
+3% +$64.9K 0.05% 352
2025
Q1 		$2.5M Buy
16,226
+11,473
+241% +$1.69M 0.08% 261
2024
Q4 		$666K Buy
4,753
+20
+0.4% +$2.84K 0.03% 529
2024
Q3 		$635K Sell
4,733
-247
-5% -$31.4K 0.03% 520
2024
Q2 		$590K Sell
4,980
-39
-0.8% -$4.76K 0.03% 484
2024
Q1 		$616K Buy
5,019
+199
+4% +$24.2K 0.03% 468
2023
Q4 		$574K Buy
4,820
+2
+0% +$237 0.03% 446
2023
Q3 		$556K Buy
4,818
+134
+3% +$16.1K 0.04% 390
2023
Q2 		$524K Buy
4,684
+70
+2% +$7.66K 0.04% 415
2023
Q1 		$529K Buy
4,614
+525
+13% +$59.7K 0.04% 433
2022
Q4 		$473K Buy
4,089
+2
+0% +$234 0.04% 436
2022
Q3 		$459K Sell
4,087
-13
-0.3% -$1.61K 0.04% 418
2022
Q2 		$467K Sell
4,100
-434
-10% -$54.5K 0.04% 424
2022
Q1 		$619K Buy
4,534
+575
+15% +$70.6K 0.04% 394
2021
Q4 		$540K Sell
3,959
-145
-4% -$17.9K 0.04% 435
2021
Q3 		$462K Buy
4,104
+159
+4% +$17.9K 0.03% 274
2021
Q2 		$423K Buy
3,945
+1,506
+62% +$151K 0.03% 480
2021
Q1 		$239K Buy
2,439
+53
+2% +$4.88K 0.02% 581
2020
Q4 		$222K Sell
2,386
-3,812
-62% -$338K 0.02% 566
2020
Q3 		$494K Buy
+6,198
New +$465K 0.04% 423
2020
Q1 		– Sell
-3,308
Closed -$281K – 379
2019
Q4 		$281K Buy
+3,308
New +$279K 0.04% 428

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
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Mirae Asset Global Investments
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)
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

J.W. Cole Advisors's PAYX Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Paychex (PAYX) in Q2 2026: 15,826 shares worth $1.56M. The stake represents 0.03% of the portfolio and ranks #590 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in PAYX as recently as Q4 2025.

J.W. Cole Advisors first reported a position in PAYX in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.5M in Q1 2025. 445 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • J.W. Cole Advisors held 15,826 shares of Paychex worth $1.56M as of Q2 2026.
  • Paychex was a new J.W. Cole Advisors position in Q2 2026.
  • Paychex made up 0.03% of J.W. Cole Advisors's portfolio in Q2 2026, its #590 holding.
  • J.W. Cole Advisors first reported a position in Paychex in Q4 2019 and has held it in 24 quarters since.
  • J.W. Cole Advisors's Paychex position peaked at $2.5M in Q1 2025.
  • 445 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.