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SC&H Financial Advisors’s Paychex PAYX Stock Holding History

SC&H Financial 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 		$570K Sell
5,802
-75
-1% -$7.1K 0.08% 88
2026
Q1 		$541K Buy
5,877
+75
+1% +$7.42K 0.08% 87
2025
Q4 		$651K Hold
5,802
– – 0.1% 86
2025
Q3 		$735K Hold
5,802
– – 0.12% 79
2025
Q2 		$844K Sell
5,802
-100
-2% -$15.1K 0.14% 77
2025
Q1 		$910K Hold
5,902
– – 0.18% 68
2024
Q4 		$828K Sell
5,902
-1,548
-21% -$220K 0.17% 72
2024
Q3 		$1,000K Sell
7,450
-400
-5% -$50.8K 0.22% 63
2024
Q2 		$931K Sell
7,850
-872
-10% -$107K 0.23% 62
2024
Q1 		$1.07M Sell
8,722
-1,220
-12% -$148K 0.28% 55
2023
Q4 		$1.18M Sell
9,942
-81
-0.8% -$9.6K 0.34% 48
2023
Q3 		$1.16M Sell
10,023
-56
-0.6% -$6.75K 0.38% 48
2023
Q2 		$1.13M Buy
10,079
+1
+0% +$109 0.37% 51
2023
Q1 		$1.15M Buy
10,078
+708
+8% +$80.5K 0.42% 48
2022
Q4 		$1.08M Sell
9,370
-360
-4% -$42.1K 0.45% 52
2022
Q3 		$1.09M Sell
9,730
-1,562
-14% -$194K 0.55% 41
2022
Q2 		$1.29M Buy
11,292
+3,329
+42% +$418K 0.6% 37
2022
Q1 		$1.09M Sell
7,963
-190
-2% -$23.3K 0.52% 41
2021
Q4 		$1.11M Buy
+8,153
New +$1.01M 0.61% 39

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 $3.38T AUM 44.17% 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

SC&H Financial Advisors's PAYX Position: Q2 2026 in Review

SC&H Financial Advisors reduced its Paychex (PAYX) stake by 1.3% in Q2 2026, selling an estimated $7.1K and leaving 5,802 shares worth $570K. The position accounts for 0.08% of the portfolio, ranked #88.

SC&H Financial Advisors first reported a position in PAYX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.29M in Q2 2022. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • SC&H Financial Advisors held 5,802 shares of Paychex worth $570K as of Q2 2026.
  • SC&H Financial Advisors sold 75 Paychex shares in Q2 2026, an estimated $7.1K.
  • Paychex made up 0.08% of SC&H Financial Advisors's portfolio in Q2 2026, its #88 holding.
  • SC&H Financial Advisors first reported a position in Paychex in Q4 2021 and has held it in 19 quarters since.
  • SC&H Financial Advisors's Paychex position peaked at $1.29M in Q2 2022.
  • 1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.