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SageView Advisory Group’s Paychex PAYX Stock Holding History

SageView 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
Q2 		$966K Buy
9,826
+127
+1% +$12K 0.03% 251
2026
Q1 		$893K Buy
9,699
+168
+2% +$16.6K 0.03% 245
2025
Q4 		$1.07M Buy
9,531
+64
+0.7% +$7.49K 0.04% 249
2025
Q3 		$1.2M Buy
9,467
+5
+0.1% +$694 0.04% 243
2025
Q2 		$1.38M Buy
9,462
+42
+0.4% +$6.32K 0.05% 196
2025
Q1 		$1.45M Buy
9,420
+1
+0% +$147 0.06% 168
2024
Q4 		$1.32M Buy
9,419
+158
+2% +$22.4K 0.06% 184
2024
Q3 		$1.24M Sell
9,261
-1,637
-15% -$208K 0.06% 165
2024
Q2 		$1.29M Buy
+10,898
New +$1.33M 0.06% 185
2024
Q1 		– Sell
-10,968
Closed -$1.34M – 713
2023
Q4 		$1.34M Buy
10,968
+7,185
+190% +$851K 0.06% 209
2023
Q3 		$436K Buy
3,783
+54
+1% +$6.51K 0.03% 351
2023
Q2 		$417K Buy
3,729
+46
+1% +$5.03K 0.02% 376
2023
Q1 		$422K Buy
3,683
+8
+0.2% +$910 0.03% 332
2022
Q4 		$425K Buy
+3,675
New +$430K 0.03% 264

Other funds holding PAYX

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

SageView Advisory Group's PAYX Position: Q2 2026 in Review

SageView Advisory Group increased its Paychex (PAYX) stake by 1.3% in Q2 2026, buying an estimated $12K and bringing the position to 9,826 shares worth $966K. The position accounts for 0.03% of the portfolio, ranked #251.

SageView Advisory Group first reported a position in PAYX in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.45M in Q1 2025. 1,534 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • SageView Advisory Group held 9,826 shares of Paychex worth $966K as of Q2 2026.
  • SageView Advisory Group bought 127 Paychex shares in Q2 2026, an estimated $12K.
  • Paychex made up 0.03% of SageView Advisory Group's portfolio in Q2 2026, its #251 holding.
  • SageView Advisory Group first reported a position in Paychex in Q4 2022 and has held it in 14 quarters since.
  • SageView Advisory Group's Paychex position peaked at $1.45M in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.