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LGT Financial Advisors’s Paychex PAYX Stock Holding History

LGT Financial 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 		$52.8K Buy
537
+7
+1% +$662 0.28% 58
2026
Q1 		$48.8K Sell
530
-214
-29% -$21.2K 0.25% 65
2025
Q4 		$83.5K Sell
744
-215
-22% -$25.2K 0.51% 41
2025
Q3 		$122K Buy
959
+4
+0.4% +$555 0.26% 74
2025
Q2 		$139K Buy
955
+3
+0.3% +$452 0.35% 56
2025
Q1 		$147K Buy
952
+4
+0.4% +$588 0.45% 47
2024
Q4 		$133K Buy
948
+3
+0.3% +$426 0.29% 66
2024
Q3 		$127K Sell
945
-907
-49% -$115K 0.31% 57
2024
Q2 		$220K Sell
1,852
-219
-11% -$26.8K 0.46% 46
2024
Q1 		$254K Buy
2,071
+11
+0.5% +$1.33K 0.3% 73
2023
Q4 		$245K Buy
2,060
+13
+0.6% +$1.54K 0.3% 73
2023
Q3 		$236K Buy
2,047
+11
+0.5% +$1.33K 0.3% 71
2023
Q2 		$228K Buy
2,036
+13
+0.6% +$1.42K 0.24% 107
2023
Q1 		$232K Sell
2,023
-507
-20% -$57.7K 0.43% 71
2022
Q4 		$292K Buy
+2,530
New +$296K 0.34% 66

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

LGT Financial Advisors's PAYX Position: Q2 2026 in Review

LGT Financial Advisors increased its Paychex (PAYX) stake by 1.3% in Q2 2026, buying an estimated $662 and bringing the position to 537 shares worth $52.8K. The position accounts for 0.28% of the portfolio, ranked #58.

LGT Financial Advisors first reported a position in PAYX in Q4 2022 and has held it in 15 quarters since. The position peaked at $292K in Q4 2022. 466 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • LGT Financial Advisors held 537 shares of Paychex worth $52.8K as of Q2 2026.
  • LGT Financial Advisors bought 7 Paychex shares in Q2 2026, an estimated $662.
  • Paychex made up 0.28% of LGT Financial Advisors's portfolio in Q2 2026, its #58 holding.
  • LGT Financial Advisors first reported a position in Paychex in Q4 2022 and has held it in 15 quarters since.
  • LGT Financial Advisors's Paychex position peaked at $292K in Q4 2022.
  • 466 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.