San Luis Wealth Advisors’s Paychex PAYX Stock Holding History

San Luis Wealth Advisors’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	–	Sell	-2,285	Closed	-$211K	–	194
2026 Q1	$211K	Sell	2,285 -273	-11%	-$27K	0.03%	162
2025 Q4	$287K	Sell	2,558 -472	-16%	-$55.2K	0.05%	154
2025 Q3	$384K	Buy	+3,030	New	+$420K	0.07%	142
2023 Q2	–	Sell	-9,148	Closed	-$1.05M	–	180
2023 Q1	$1.05M	Buy	+9,148	New	+$1.04M	0.4%	68
2022 Q2	–	Sell	-2,231	Closed	-$305K	–	321
2022 Q1	$305K	Buy	+2,231	New	+$274K	0.15%	121
2021 Q4	–	Sell	-2,299	Closed	-$259K	–	136
2021 Q3	$259K	Buy	+2,299	New	+$258K	0.14%	132
2020 Q4	$471K	Buy	+5,059	New	+$449K	0.3%	87

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

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

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

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 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) 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

San Luis Wealth Advisors's PAYX Position: Q2 2026 in Review

San Luis Wealth Advisors sold out of Paychex (PAYX) in Q2 2026, closing a stake of 2,285 shares — an estimated $211K sold.

San Luis Wealth Advisors first reported a position in PAYX in Q4 2020 and held it in 7 quarters. The position peaked at $1.05M in Q1 2023. 545 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

San Luis Wealth Advisors reported no remaining Paychex position as of Q2 2026 after selling out during the quarter.
San Luis Wealth Advisors sold 2,285 Paychex shares in Q2 2026, an estimated $211K.
San Luis Wealth Advisors first reported a position in Paychex in Q4 2020 and held it in 7 quarters.
San Luis Wealth Advisors's Paychex position peaked at $1.05M in Q1 2023.
545 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.