JBR Co Financial Management’s Paychex PAYX Stock Holding History

JBR Co Financial 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	$375K	Sell	3,814 -60	-2%	-$5.68K	0.14%	105
2026 Q1	$435K	Hold	3,874	–	–	0.18%	84
2025 Q4	$435K	Hold	3,874	–	–	0.18%	84
2025 Q3	$491K	Sell	3,874 -150	-4%	-$20.8K	0.21%	76
2025 Q2	$585K	Hold	4,024	–	–	0.29%	64
2025 Q1	$621K	Hold	4,024	–	–	0.36%	56
2024 Q4	$564K	Sell	4,024 -175	-4%	-$24.9K	0.34%	60
2024 Q3	$563K	Hold	4,199	–	–	0.37%	59
2024 Q2	$498K	Hold	4,199	–	–	0.35%	61
2024 Q1	$516K	Sell	4,199 -225	-5%	-$27.3K	0.41%	58
2023 Q4	$527K	Buy	+4,424	New	+$524K	0.49%	54

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

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 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

JBR Co Financial Management's PAYX Position: Q2 2026 in Review

JBR Co Financial Management reduced its Paychex (PAYX) stake by 1.5% in Q2 2026, selling an estimated $5.68K and leaving 3,814 shares worth $375K. The position accounts for 0.14% of the portfolio, ranked #105.

JBR Co Financial Management first reported a position in PAYX in Q4 2023 and has held it in 11 quarters since. The position peaked at $621K in Q1 2025. 494 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

JBR Co Financial Management held 3,814 shares of Paychex worth $375K as of Q2 2026.
JBR Co Financial Management sold 60 Paychex shares in Q2 2026, an estimated $5.68K.
Paychex made up 0.14% of JBR Co Financial Management's portfolio in Q2 2026, its #105 holding.
JBR Co Financial Management first reported a position in Paychex in Q4 2023 and has held it in 11 quarters since.
JBR Co Financial Management's Paychex position peaked at $621K in Q1 2025.
494 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.