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Prospera Financial Services’s Paychex PAYX Stock Holding History

Prospera Financial Services’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 		$3.98M Buy
40,458
+1,665
+4% +$158K 0.06% 333
2026
Q1 		$3.57M Sell
38,793
-486
-1% -$48.1K 0.06% 353
2025
Q4 		$4.41M Buy
39,279
+2,901
+8% +$340K 0.07% 268
2025
Q3 		$4.61M Buy
36,378
+2,068
+6% +$287K 0.08% 266
2025
Q2 		$4.99M Sell
34,310
-1,300
-4% -$196K 0.09% 227
2025
Q1 		$5.49M Buy
35,610
+87
+0.2% +$12.8K 0.13% 186
2024
Q4 		$4.98M Buy
35,523
+2,108
+6% +$299K 0.12% 194
2024
Q3 		$4.48M Buy
33,415
+736
+2% +$93.5K 0.11% 197
2024
Q2 		$3.87M Buy
32,679
+26
+0.1% +$3.18K 0.11% 205
2024
Q1 		$4.01M Buy
32,653
+88
+0.3% +$10.7K 0.12% 186
2023
Q4 		$3.88M Sell
32,565
-676
-2% -$80.1K 0.13% 184
2023
Q3 		$3.83M Sell
33,241
-284
-0.8% -$34.2K 0.15% 156
2023
Q2 		$3.75M Buy
33,525
+414
+1% +$45.3K 0.14% 160
2023
Q1 		$3.79M Buy
33,111
+6,863
+26% +$781K 0.16% 156
2022
Q4 		$3.03M Sell
26,248
-18,603
-41% -$2.18M 0.15% 162
2022
Q3 		$5.03M Buy
44,851
+602
+1% +$74.6K 0.26% 87
2022
Q2 		$5.04M Buy
44,249
+13,778
+45% +$1.73M 0.26% 85
2022
Q1 		$4.16M Sell
30,471
-87
-0.3% -$10.7K 0.17% 132
2021
Q4 		$4.17M Buy
30,558
+1,698
+6% +$210K 0.18% 130
2021
Q3 		$3.25M Sell
28,860
-38
-0.1% -$4.27K 0.16% 164
2021
Q2 		$3.1M Buy
28,898
+502
+2% +$50.5K 0.16% 174
2021
Q1 		$2.78M Sell
28,396
-4,361
-13% -$402K 0.17% 155
2020
Q4 		$3.05M Buy
32,757
+32,140
+5,209% +$2.85M 0.21% 112
2020
Q3 		$49K Sell
617
-31,415
-98% -$2.36M 0.02% 623
2020
Q2 		$2.43M Buy
32,032
+369
+1% +$25.6K 0.21% 114
2020
Q1 		$1.99M Buy
31,663
+1,780
+6% +$142K 0.21% 120
2019
Q4 		$2.54M Buy
29,883
+19,976
+202% +$1.69M 0.2% 126
2019
Q3 		$820K Buy
9,907
+839
+9% +$69.7K 0.08% 208
2019
Q2 		$762K Buy
+9,068
New +$765K 0.09% 210
2019
Q1 		– Sell
-3,966
Closed -$261K – 407
2018
Q4 		$261K Buy
+3,966
New +$269K 0.05% 315

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
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Prospera Financial Services's PAYX Position: Q2 2026 in Review

Prospera Financial Services increased its Paychex (PAYX) stake by 4.3% in Q2 2026, buying an estimated $158K and bringing the position to 40,458 shares worth $3.98M. The position accounts for 0.06% of the portfolio, ranked #333.

Prospera Financial Services first reported a position in PAYX in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.49M in Q1 2025. 445 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Prospera Financial Services held 40,458 shares of Paychex worth $3.98M as of Q2 2026.
  • Prospera Financial Services bought 1,665 Paychex shares in Q2 2026, an estimated $158K.
  • Paychex made up 0.06% of Prospera Financial Services's portfolio in Q2 2026, its #333 holding.
  • Prospera Financial Services first reported a position in Paychex in Q4 2018 and has held it in 30 quarters since.
  • Prospera Financial Services's Paychex position peaked at $5.49M in Q1 2025.
  • 445 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.