Kelly Financial Services’s Paychex PAYX Stock Holding History

Kelly Financial Services’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	$218K	Buy	2,215 +39	+2%	+$3.69K	0.05%	136
2026 Q1	$200K	Buy	2,176 +303	+16%	+$30K	0.05%	128
2025 Q4	$210K	Sell	1,873 -147	-7%	-$17.2K	0.05%	116
2025 Q3	$256K	Buy	2,020 +141	+8%	+$19.6K	0.07%	99
2025 Q2	$273K	Buy	1,879 +218	+13%	+$32.8K	0.08%	98
2025 Q1	$256K	Buy	+1,661	New	+$244K	0.09%	91
2024 Q3	–	Sell	-764	Closed	-$90.5K	–	562
2024 Q2	$90.5K	Buy	764 +279	+58%	+$34.1K	0.03%	165
2024 Q1	$59.5K	Sell	485 -4,056	-89%	-$492K	0.02%	200
2023 Q4	$541K	Buy	4,541 +137	+3%	+$16.2K	0.22%	54
2023 Q3	$508K	Sell	4,404 -59	-1%	-$7.11K	0.23%	53
2023 Q2	$499K	Buy	4,463 +304	+7%	+$33.2K	0.24%	52
2023 Q1	$477K	Buy	4,159 +124	+3%	+$14.1K	0.24%	48
2022 Q4	$466K	Hold	4,035	–	–	0.25%	53
2022 Q3	$453K	Hold	4,035	–	–	0.26%	45
2022 Q2	$459K	Hold	4,035	–	–	0.24%	52
2022 Q1	$551K	Hold	4,035	–	–	0.25%	39
2021 Q4	$551K	Hold	4,035	–	–	0.25%	32
2021 Q3	$454K	Sell	4,035 -428,921	-99%	-$48.2M	0.26%	34
2021 Q2	$4.04M	Buy	432,956 +428,921	+10,630%	+$43.1M	0.16%	37
2021 Q1	$396K	Hold	4,035	–	–	0.25%	28
2020 Q4	$376K	Hold	4,035	–	–	0.26%	21
2020 Q3	$322K	Hold	4,035	–	–	0.23%	18
2020 Q2	$306K	Hold	4,035	–	–	0.24%	19
2020 Q1	$254K	Hold	4,035	–	–	0.31%	15
2019 Q4	$343K	Hold	4,035	–	–	0.26%	18
2019 Q3	$334K	Hold	4,035	–	–	0.3%	16
2019 Q2	$332K	Hold	4,035	–	–	0.3%	16
2019 Q1	$324K	Buy	+4,035	New	+$298K	0.36%	16

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

Kelly Financial Services's PAYX Position: Q2 2026 in Review

Kelly Financial Services increased its Paychex (PAYX) stake by 1.8% in Q2 2026, buying an estimated $3.69K and bringing the position to 2,215 shares worth $218K. The position accounts for 0.05% of the portfolio, ranked #136.

Kelly Financial Services first reported a position in PAYX in Q1 2019 and has held it in 28 quarters since. The position peaked at $4.04M in Q2 2021. 494 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Kelly Financial Services held 2,215 shares of Paychex worth $218K as of Q2 2026.
Kelly Financial Services bought 39 Paychex shares in Q2 2026, an estimated $3.69K.
Paychex made up 0.05% of Kelly Financial Services's portfolio in Q2 2026, its #136 holding.
Kelly Financial Services first reported a position in Paychex in Q1 2019 and has held it in 28 quarters since.
Kelly Financial Services's Paychex position peaked at $4.04M in Q2 2021.
494 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.