Powers Advisory Group’s Paychex PAYX Stock Holding History

Powers Advisory Group’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 Q1	$720K	Sell	7,812 -209	-3%	-$20.7K	0.25%	59
2025 Q4	$900K	Buy	8,021 +323	+4%	+$37.8K	0.34%	46
2025 Q3	$976K	Buy	7,698 +44	+0.6%	+$6.1K	0.39%	42
2025 Q2	$1.11M	Buy	7,654 +38	+0.5%	+$5.72K	0.49%	33
2025 Q1	$1.17M	Sell	7,616 -134	-2%	-$19.7K	0.56%	30
2024 Q4	$1.09M	Buy	7,750 +1	+0%	+$142	0.54%	32
2024 Q3	$1.04M	Buy	7,749 +41	+0.5%	+$5.21K	0.52%	33
2024 Q2	$914K	Buy	7,708 +45	+0.6%	+$5.5K	0.5%	36
2024 Q1	$941K	Sell	7,663 -111	-1%	-$13.5K	0.54%	33
2023 Q4	$926K	Buy	7,774 +39	+0.5%	+$4.62K	0.57%	34
2023 Q3	$892K	Sell	7,735 -136	-2%	-$16.4K	0.61%	32
2023 Q2	$880K	Sell	7,871 -116	-1%	-$12.7K	0.58%	36
2023 Q1	$915K	Buy	7,987 +36	+0.5%	+$4.1K	0.64%	35
2022 Q4	$919K	Buy	7,951 +35	+0.4%	+$4.1K	0.68%	35
2022 Q3	$888K	Buy	7,916 +31	+0.4%	+$3.84K	0.71%	32
2022 Q2	$898K	Sell	7,885 -473	-6%	-$59.4K	0.69%	34
2022 Q1	$1.14M	Buy	8,358 +311	+4%	+$38.2K	0.79%	29
2021 Q4	$1.1M	Buy	+8,047	New	+$995K	0.77%	32

Other funds holding PAYX

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Powers Advisory Group's PAYX Position: Q1 2026 in Review

Powers Advisory Group reduced its Paychex (PAYX) stake by 2.6% in Q1 2026, selling an estimated $20.7K and leaving 7,812 shares worth $720K. The position accounts for 0.25% of the portfolio, ranked #59.

Powers Advisory Group first reported a position in PAYX in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.17M in Q1 2025. 1,503 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

Powers Advisory Group held 7,812 shares of Paychex worth $720K as of Q1 2026.
Powers Advisory Group sold 209 Paychex shares in Q1 2026, an estimated $20.7K.
Paychex made up 0.25% of Powers Advisory Group's portfolio in Q1 2026, its #59 holding.
Powers Advisory Group first reported a position in Paychex in Q4 2021 and has held it in 18 quarters since.
Powers Advisory Group's Paychex position peaked at $1.17M in Q1 2025.
1,503 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Powers Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.