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JFS Wealth Advisors’s Paychex PAYX Stock Holding History

JFS Wealth 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 		$28.4K Sell
289
-17
-6% -$1.61K ﹤0.01% 668
2026
Q1 		$28.2K Sell
306
-105
-26% -$10.4K ﹤0.01% 652
2025
Q4 		$46.1K Buy
411
+153
+59% +$17.9K ﹤0.01% 544
2025
Q3 		$32.7K Sell
258
-2
-0.8% -$277 ﹤0.01% 589
2025
Q2 		$37.8K Buy
260
+2
+0.8% +$301 ﹤0.01% 524
2025
Q1 		$39.8K Hold
258
– – ﹤0.01% 517
2024
Q4 		$36.2K Sell
258
-67
-21% -$9.52K ﹤0.01% 519
2024
Q3 		$43.6K Buy
325
+3
+0.9% +$381 ﹤0.01% 492
2024
Q2 		$38.2K Sell
322
-16
-5% -$1.96K ﹤0.01% 465
2024
Q1 		$41.5K Sell
338
-11
-3% -$1.33K ﹤0.01% 463
2023
Q4 		$41.6K Buy
349
+113
+48% +$13.4K ﹤0.01% 436
2023
Q3 		$27.2K Sell
236
-16
-6% -$1.93K ﹤0.01% 477
2023
Q2 		$28.2K Buy
252
+42
+20% +$4.59K ﹤0.01% 463
2023
Q1 		$24.1K Sell
210
-48
-19% -$5.46K ﹤0.01% 488
2022
Q4 		$29.8K Buy
258
+12
+5% +$1.4K ﹤0.01% 446
2022
Q3 		$28K Sell
246
-58
-19% -$7.19K ﹤0.01% 495
2022
Q2 		$35K Buy
304
+7
+2% +$879 ﹤0.01% 466
2022
Q1 		$41K Buy
297
+94
+46% +$11.5K ﹤0.01% 466
2021
Q4 		$28K Buy
203
+55
+37% +$6.8K ﹤0.01% 512
2021
Q3 		$17K Hold
148
– – ﹤0.01% 569
2021
Q2 		$16K Hold
148
– – ﹤0.01% 398
2021
Q1 		$15K Hold
148
– – ﹤0.01% 377
2020
Q4 		$14K Hold
148
– – ﹤0.01% 384
2020
Q3 		$12K Hold
148
– – ﹤0.01% 386
2020
Q2 		$11K Hold
148
– – ﹤0.01% 376
2020
Q1 		$9K Hold
148
– – ﹤0.01% 357
2019
Q4 		$13K Hold
148
– – ﹤0.01% 356
2019
Q3 		$12K Hold
148
– – ﹤0.01% 359
2019
Q2 		$12K Hold
148
– – ﹤0.01% 353
2019
Q1 		$12K Hold
148
– – ﹤0.01% 346
2018
Q4 		$10K Hold
148
– – ﹤0.01% 347
2018
Q3 		$11K Hold
148
– – ﹤0.01% 398
2018
Q2 		$10K Buy
+148
New +$9.55K ﹤0.01% 365
2016
Q2 		– Sell
-16
Closed -$1K – 591
2016
Q1 		$1K Buy
+16
New +$806 ﹤0.01% 590

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

JFS Wealth Advisors's PAYX Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Paychex (PAYX) stake by 5.6% in Q2 2026, selling an estimated $1.61K and leaving 289 shares worth $28.4K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

JFS Wealth Advisors first reported a position in PAYX in Q1 2016 and has held it in 34 quarters since. The position peaked at $46.1K in Q4 2025. 448 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • JFS Wealth Advisors held 289 shares of Paychex worth $28.4K as of Q2 2026.
  • JFS Wealth Advisors sold 17 Paychex shares in Q2 2026, an estimated $1.61K.
  • Paychex made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #668 holding.
  • JFS Wealth Advisors first reported a position in Paychex in Q1 2016 and has held it in 34 quarters since.
  • JFS Wealth Advisors's Paychex position peaked at $46.1K in Q4 2025.
  • 448 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.