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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SageView Advisory Group's PAYX Position: Q4 2025 in Review

SageView Advisory Group increased its Paychex (PAYX) stake by 0.68% in Q4 2025, buying an estimated $7.49K and bringing the position to 9,531 shares worth $1.07M. The position accounts for 0.04% of the portfolio, ranked #249.

SageView Advisory Group first reported a position in PAYX in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.45M in Q1 2025. 1,588 funds tracked by Wall St. Rank hold PAYX as of Q4 2025.

SageView Advisory Group held 9,531 shares of Paychex worth $1.07M as of Q4 2025.
SageView Advisory Group bought 64 Paychex shares in Q4 2025, an estimated $7.49K.
Paychex made up 0.04% of SageView Advisory Group's portfolio in Q4 2025, its #249 holding.
SageView Advisory Group first reported a position in Paychex in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's Paychex position peaked at $1.45M in Q1 2025.
1,588 funds tracked by Wall St. Rank held Paychex as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.