PFW Advisors’s Paychex PAYX Stock Holding History

PFW 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	$1.83M	Buy	18,596 +1,497	+9%	+$142K	0.53%	39
2026 Q1	$1.58M	Buy	17,099 +562	+3%	+$55.6K	0.5%	42
2025 Q4	$1.86M	Sell	16,537 -5	-0%	-$585	0.56%	39
2025 Q3	$2.1M	Sell	16,542 -49	-0.3%	-$6.8K	0.62%	35
2025 Q2	$2.41M	Sell	16,591 -439	-3%	-$66.1K	0.74%	30
2025 Q1	$2.63M	Sell	17,030 -121	-0.7%	-$17.8K	0.82%	28
2024 Q4	$2.4M	Buy	+17,151	New	+$2.44M	0.74%	32
2024 Q2	$2.03M	Sell	17,144 -744	-4%	-$90.9K	0.65%	37
2024 Q1	$2.2M	Buy	17,888 +18	+0.1%	+$2.19K	0.67%	37
2023 Q4	$2.13M	Sell	17,870 -379	-2%	-$44.9K	0.68%	35
2023 Q3	$2.1M	Hold	18,249	–	–	0.74%	27
2023 Q2	$2.29M	Buy	+18,249	New	+$2M	0.76%	24
2019 Q3	$2.29M	Buy	+17,030	New	+$1.42M	0.69%	35

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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

PFW Advisors's PAYX Position: Q2 2026 in Review

PFW Advisors increased its Paychex (PAYX) stake by 8.8% in Q2 2026, buying an estimated $142K and bringing the position to 18,596 shares worth $1.83M. The position accounts for 0.53% of the portfolio, ranked #39.

PFW Advisors first reported a position in PAYX in Q3 2019 and has held it in 13 quarters since. The position peaked at $2.63M in Q1 2025. 279 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

PFW Advisors held 18,596 shares of Paychex worth $1.83M as of Q2 2026.
PFW Advisors bought 1,497 Paychex shares in Q2 2026, an estimated $142K.
Paychex made up 0.53% of PFW Advisors's portfolio in Q2 2026, its #39 holding.
PFW Advisors first reported a position in Paychex in Q3 2019 and has held it in 13 quarters since.
PFW Advisors's Paychex position peaked at $2.63M in Q1 2025.
279 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on PFW Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.