Security National Bank’s Paychex PAYX Stock Holding History

Security National Bank’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	-640	Closed	-$59K	–	429
2026 Q1	$59K	Hold	640	–	–	0.01%	223
2025 Q4	$71.8K	Hold	640	–	–	0.01%	203
2025 Q3	$81.1K	Hold	640	–	–	0.01%	202
2025 Q2	$93.1K	Hold	640	–	–	0.02%	175
2025 Q1	$98.7K	Sell	640 -35	-5%	-$5.15K	0.02%	163
2024 Q4	$94.6K	Hold	675	–	–	0.01%	163
2024 Q3	$90.6K	Hold	675	–	–	0.01%	155
2024 Q2	$80K	Hold	675	–	–	0.01%	164
2024 Q1	$82.9K	Hold	675	–	–	0.01%	160
2023 Q4	$80.4K	Buy	+675	New	+$80K	0.02%	166
2018 Q3	–	Sell	-4,575	Closed	-$313K	–	66
2018 Q2	$313K	Hold	4,575	–	–	0.2%	53
2018 Q1	$282K	Hold	4,575	–	–	0.19%	55
2017 Q4	$311K	Hold	4,575	–	–	0.2%	55
2017 Q3	$274K	Sell	4,575 -2,000	-30%	-$114K	0.19%	55
2017 Q2	$374K	Hold	6,575	–	–	0.27%	53
2017 Q1	$387K	Buy	+6,575	New	+$400K	0.29%	53

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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Security National Bank's PAYX Position: Q2 2026 in Review

Security National Bank sold out of Paychex (PAYX) in Q2 2026, closing a stake of 640 shares — an estimated $59K sold.

Security National Bank first reported a position in PAYX in Q1 2017 and held it in 16 quarters. The position peaked at $387K in Q1 2017. 343 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Security National Bank reported no remaining Paychex position as of Q2 2026 after selling out during the quarter.
Security National Bank sold 640 Paychex shares in Q2 2026, an estimated $59K.
Security National Bank first reported a position in Paychex in Q1 2017 and held it in 16 quarters.
Security National Bank's Paychex position peaked at $387K in Q1 2017.
343 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.