Powers Advisory Group
PAYX icon

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
Q3 		$710K Sell
7,210
-199
-3% -$23K 0.22% 63
2026
Q2 		$729K Sell
7,409
-403
-5% -$38.1K 0.23% 64
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

Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Van Cleef Asset Management
Van Cleef Asset Management Beachwood, Ohio $1.01B AUM 13.78% 1-Year Est. Return
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
Harvey Investment Company
Harvey Investment Company Louisville, Kentucky $926M AUM 8.2% 1-Year Est. Return

Powers Advisory Group's PAYX Position: Q3 2026 in Review

Powers Advisory Group reduced its Paychex (PAYX) stake by 2.7% in Q3 2026, selling an estimated $23K and leaving 7,210 shares worth $710K. The position accounts for 0.22% of the portfolio, ranked #63.

Powers Advisory Group first reported a position in PAYX in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.17M in Q1 2025. 339 funds tracked by Wall St. Rank hold PAYX as of Q3 2026.

  • Powers Advisory Group held 7,210 shares of Paychex worth $710K as of Q3 2026.
  • Powers Advisory Group sold 199 Paychex shares in Q3 2026, an estimated $23K.
  • Paychex made up 0.22% of Powers Advisory Group's portfolio in Q3 2026, its #63 holding.
  • Powers Advisory Group first reported a position in Paychex in Q4 2021 and has held it in 20 quarters since.
  • Powers Advisory Group's Paychex position peaked at $1.17M in Q1 2025.
  • 339 funds tracked by Wall St. Rank held Paychex as of Q3 2026.

Based on Powers Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.