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Kingswood Wealth Advisors’s Paychex PAYX Stock Holding History

Kingswood 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 		$710K Buy
7,222
+712
+11% +$67.4K 0.03% 505
2026
Q1 		$600K Buy
6,510
+1,858
+40% +$184K 0.03% 505
2025
Q4 		$522K Buy
4,652
+2,397
+106% +$281K 0.03% 514
2025
Q3 		$286K Buy
2,255
+163
+8% +$22.6K 0.02% 650
2025
Q2 		$304K Sell
2,092
-104
-5% -$15.7K 0.02% 565
2025
Q1 		$339K Sell
2,196
-1,487
-40% -$219K 0.03% 501
2024
Q4 		$517K Sell
3,683
-778
-17% -$110K 0.04% 429
2024
Q3 		$597K Sell
4,461
-1,800
-29% -$229K 0.04% 410
2024
Q2 		$742K Buy
6,261
+2,771
+79% +$339K 0.07% 297
2024
Q1 		$429K Buy
3,490
+822
+31% +$99.8K 0.05% 386
2023
Q4 		$318K Buy
+2,668
New +$316K 0.04% 453

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

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

Kingswood Wealth Advisors increased its Paychex (PAYX) stake by 11% in Q2 2026, buying an estimated $67.4K and bringing the position to 7,222 shares worth $710K. The position accounts for 0.03% of the portfolio, ranked #505.

Kingswood Wealth Advisors first reported a position in PAYX in Q4 2023 and has held it in 11 quarters since. The position peaked at $742K in Q2 2024. 494 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Kingswood Wealth Advisors held 7,222 shares of Paychex worth $710K as of Q2 2026.
  • Kingswood Wealth Advisors bought 712 Paychex shares in Q2 2026, an estimated $67.4K.
  • Paychex made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #505 holding.
  • Kingswood Wealth Advisors first reported a position in Paychex in Q4 2023 and has held it in 11 quarters since.
  • Kingswood Wealth Advisors's Paychex position peaked at $742K in Q2 2024.
  • 494 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.