PFG Private Wealth Management’s Paychex PAYX Stock Holding History

PFG Private 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
2025 Q2	–	Sell	-77	Closed	-$11.9K	–	186
2025 Q1	$11.9K	Buy	+77	New	+$11.3K	0.01%	141
2023 Q4	–	Sell	-274	Closed	-$31.6K	–	279
2023 Q3	$31.6K	Sell	274 -526	-66%	-$63.4K	0.02%	136
2023 Q2	$89.5K	Buy	800 +4	+0.5%	+$437	0.05%	124
2023 Q1	$91.2K	Buy	796 +2	+0.3%	+$228	0.06%	111
2022 Q4	$92K	Sell	794 -9	-1%	-$1.05K	0.06%	95
2022 Q3	$90K	Sell	803 -16	-2%	-$1.98K	0.06%	83
2022 Q2	$93K	Buy	819 +4	+0.5%	+$502	0.05%	110
2022 Q1	$111K	Buy	815 +9	+1%	+$1.1K	0.06%	99
2021 Q4	$110K	Sell	806 -5	-0.6%	-$618	0.06%	87
2021 Q3	$91K	Buy	+811	New	+$91.1K	0.05%	80

Other funds holding PAYX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

PFG Private Wealth Management's PAYX Position: Q2 2025 in Review

PFG Private Wealth Management sold out of Paychex (PAYX) in Q2 2025, closing a stake of 77 shares — an estimated $11.9K sold.

PFG Private Wealth Management first reported a position in PAYX in Q3 2021 and held it in 10 quarters. The position peaked at $111K in Q1 2022. 1,673 funds tracked by Wall St. Rank hold PAYX as of Q2 2025.

PFG Private Wealth Management reported no remaining Paychex position as of Q2 2025 after selling out during the quarter.
PFG Private Wealth Management sold 77 Paychex shares in Q2 2025, an estimated $11.9K.
PFG Private Wealth Management first reported a position in Paychex in Q3 2021 and held it in 10 quarters.
PFG Private Wealth Management's Paychex position peaked at $111K in Q1 2022.
1,673 funds tracked by Wall St. Rank held Paychex as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.