PFGIA
PAYX icon

Patriot Financial Group Insurance Agency’s Paychex PAYX Stock Holding History

Patriot Financial Group Insurance Agency’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
-3,152
Closed -$290K – 637
2026
Q1 		$290K Buy
+3,152
New +$312K 0.02% 571
2022
Q3 		– Sell
-1,172
Closed -$133K – 1480
2022
Q2 		$133K Sell
1,172
-248
-17% -$31.1K 0.03% 472
2022
Q1 		$194K Buy
1,420
+22
+2% +$2.7K 0.03% 417
2021
Q4 		$191K Buy
1,398
+5
+0.4% +$618 0.03% 458
2021
Q3 		$157K Buy
1,393
+6
+0.4% +$674 0.03% 510
2021
Q2 		$149K Sell
1,387
-34
-2% -$3.42K 0.03% 502
2021
Q1 		$139K Buy
1,421
+142
+11% +$13.1K 0.03% 472
2020
Q4 		$119K Buy
1,279
+2
+0.2% +$178 0.03% 454
2020
Q3 		$102K Buy
1,277
+115
+10% +$8.64K 0.03% 384
2020
Q2 		$88K Buy
1,162
+6
+0.5% +$416 0.03% 379
2020
Q1 		$73K Buy
1,156
+6
+0.5% +$479 0.03% 376
2019
Q4 		$98K Buy
1,150
+2
+0.2% +$169 0.04% 344
2019
Q3 		$95K Sell
1,148
-41
-3% -$3.41K 0.04% 320
2019
Q2 		$99K Buy
1,189
+44
+4% +$3.71K 0.04% 314
2019
Q1 		$92K Hold
1,145
– – 0.05% 284
2018
Q4 		$75K Buy
1,145
+645
+129% +$43.7K 0.05% 263
2018
Q3 		$37K Buy
500
+100
+25% +$7.19K 0.02% 361
2018
Q2 		$27K Sell
400
-163
-29% -$10.5K 0.03% 246
2018
Q1 		$34K Buy
563
+162
+40% +$10.7K 0.03% 378
2017
Q4 		$27K Buy
401
+101
+34% +$6.63K 0.02% 399
2017
Q3 		$19K Hold
300
– – 0.02% 420
2017
Q2 		$17K Sell
300
-75
-20% -$4.4K 0.02% 421
2017
Q1 		$22K Hold
375
– – 0.02% 340
2016
Q4 		$23K Buy
+375
New +$21.6K 0.03% 329

Other funds holding PAYX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PAYX Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Paychex (PAYX) in Q2 2026, closing a stake of 3,152 shares — an estimated $290K sold.

Patriot Financial Group Insurance Agency first reported a position in PAYX in Q4 2016 and held it in 24 quarters. The position peaked at $290K in Q1 2026. 1,050 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Paychex position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 3,152 Paychex shares in Q2 2026, an estimated $290K.
  • Patriot Financial Group Insurance Agency first reported a position in Paychex in Q4 2016 and held it in 24 quarters.
  • Patriot Financial Group Insurance Agency's Paychex position peaked at $290K in Q1 2026.
  • 1,050 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.