Segment Wealth Management’s Paychex PAYX Stock Holding History

Segment Wealth Management’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	$552K	Sell	5,618 -28	-0.5%	-$2.65K	0.03%	219
2026 Q1	$520K	Buy	5,646 +28	+0.5%	+$2.77K	0.03%	214
2025 Q4	$630K	Sell	5,618 -38	-0.7%	-$4.45K	0.04%	198
2025 Q3	$717K	Sell	5,656 -224	-4%	-$31.1K	0.04%	186
2025 Q2	$855K	Sell	5,880 -784	-12%	-$118K	0.05%	172
2025 Q1	$1.03M	Buy	6,664 +2,167	+48%	+$319K	0.07%	148
2024 Q4	$631K	Hold	4,497	–	–	0.04%	178
2024 Q3	$603K	Hold	4,497	–	–	0.04%	176
2024 Q2	$533K	Hold	4,497	–	–	0.04%	176
2024 Q1	$552K	Sell	4,497 -230	-5%	-$27.9K	0.04%	178
2023 Q4	$563K	Buy	4,727 +881	+23%	+$104K	0.05%	172
2023 Q3	$444K	Hold	3,846	–	–	0.05%	162
2023 Q2	$430K	Sell	3,846 -135	-3%	-$14.8K	0.04%	156
2023 Q1	$456K	Hold	3,981	–	–	0.05%	147
2022 Q4	$460K	Hold	3,981	–	–	0.05%	147
2022 Q3	$447K	Sell	3,981 -38	-0.9%	-$4.71K	0.06%	145
2022 Q2	$458K	Sell	4,019 -209	-5%	-$26.2K	0.06%	143
2022 Q1	$577K	Hold	4,228	–	–	0.06%	152
2021 Q4	$577K	Sell	4,228 -33	-0.8%	-$4.08K	0.06%	156
2021 Q3	$479K	Hold	4,261	–	–	0.06%	154
2021 Q2	$457K	Sell	4,261 -45	-1%	-$4.53K	0.05%	163
2021 Q1	$422K	Hold	4,306	–	–	0.06%	162
2020 Q4	$401K	Buy	4,306 +120	+3%	+$10.7K	0.06%	155
2020 Q3	$334K	Buy	+4,186	New	+$314K	0.05%	156

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

Segment Wealth Management's PAYX Position: Q2 2026 in Review

Segment Wealth Management reduced its Paychex (PAYX) stake by 0.5% in Q2 2026, selling an estimated $2.65K and leaving 5,618 shares worth $552K. The position accounts for 0.03% of the portfolio, ranked #219.

Segment Wealth Management first reported a position in PAYX in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.03M in Q1 2025. 494 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Segment Wealth Management held 5,618 shares of Paychex worth $552K as of Q2 2026.
Segment Wealth Management sold 28 Paychex shares in Q2 2026, an estimated $2.65K.
Paychex made up 0.03% of Segment Wealth Management's portfolio in Q2 2026, its #219 holding.
Segment Wealth Management first reported a position in Paychex in Q3 2020 and has held it in 24 quarters since.
Segment Wealth Management's Paychex position peaked at $1.03M in Q1 2025.
494 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.