Private Advisory Group
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Private Advisory Group’s Paychex PAYX Stock Holding History

Private 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 		$241K Buy
+2,449
New +$283K 0.01% 297

Other funds holding PAYX

Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Private Advisory Group opened a new position in Paychex (PAYX) in Q3 2026: 2,449 shares worth $241K. The stake represents 0.01% of the portfolio and ranks #297 among its holdings.

1,236 funds tracked by Wall St. Rank hold PAYX as of Q3 2026.

  • Private Advisory Group held 2,449 shares of Paychex worth $241K as of Q3 2026.
  • Paychex was a new Private Advisory Group position in Q3 2026.
  • Paychex made up 0.01% of Private Advisory Group's portfolio in Q3 2026, its #297 holding.
  • 1,236 funds tracked by Wall St. Rank held Paychex as of Q3 2026.

Based on Private Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.