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KFG Wealth Management’s Paychex PAYX Stock Holding History

KFG Wealth 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 		– Sell
-4,648
Closed -$428K – 238
2026
Q1 		$428K Buy
4,648
+147
+3% +$14.5K 0.06% 150
2025
Q4 		$505K Sell
4,501
-365
-8% -$42.7K 0.07% 134
2025
Q3 		$617K Sell
4,866
-432
-8% -$59.9K 0.09% 110
2025
Q2 		$771K Buy
5,298
+241
+5% +$36.3K 0.12% 93
2025
Q1 		$780K Sell
5,057
-639
-11% -$94K 0.14% 80
2024
Q4 		$799K Buy
5,696
+172
+3% +$24.4K 0.15% 73
2024
Q3 		$741K Sell
5,524
-401
-7% -$50.9K 0.16% 84
2024
Q2 		$703K Buy
5,925
+212
+4% +$25.9K 0.28% 67
2024
Q1 		$702K Buy
5,713
+281
+5% +$34.1K 0.29% 66
2023
Q4 		$647K Sell
5,432
-45
-0.8% -$5.33K 0.3% 58
2023
Q3 		$632K Buy
5,477
+583
+12% +$70.3K 0.34% 55
2023
Q2 		$547K Buy
4,894
+2,717
+125% +$297K 0.32% 57
2023
Q1 		$238K Buy
+2,177
New +$248K 0.16% 78

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
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)
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

KFG Wealth Management's PAYX Position: Q2 2026 in Review

KFG Wealth Management sold out of Paychex (PAYX) in Q2 2026, closing a stake of 4,648 shares — an estimated $428K sold.

KFG Wealth Management first reported a position in PAYX in Q1 2023 and held it in 13 quarters. The position peaked at $799K in Q4 2024. 494 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • KFG Wealth Management reported no remaining Paychex position as of Q2 2026 after selling out during the quarter.
  • KFG Wealth Management sold 4,648 Paychex shares in Q2 2026, an estimated $428K.
  • KFG Wealth Management first reported a position in Paychex in Q1 2023 and held it in 13 quarters.
  • KFG Wealth Management's Paychex position peaked at $799K in Q4 2024.
  • 494 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.