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Sequoia Financial Advisors’s Paychex PAYX Stock Holding History

Sequoia 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 		$1.81M Buy
18,435
+35
+0.2% +$3.31K 0.01% 675
2026
Q1 		$1.69M Buy
18,400
+453
+3% +$44.8K 0.01% 669
2025
Q4 		$2.01M Sell
17,947
-48,321
-73% -$5.66M 0.01% 568
2025
Q3 		$8.4M Buy
66,268
+571
+0.9% +$79.2K 0.05% 218
2025
Q2 		$9.56M Buy
65,697
+4,304
+7% +$648K 0.07% 193
2025
Q1 		$9.47M Sell
61,393
-3,020
-5% -$444K 0.07% 195
2024
Q4 		$9.03M Buy
64,413
+35,407
+122% +$5.03M 0.09% 185
2024
Q3 		$3.89M Buy
29,006
+6,186
+27% +$785K 0.04% 250
2024
Q2 		$2.71M Buy
22,820
+2,849
+14% +$348K 0.03% 270
2024
Q1 		$2.45M Sell
19,971
-892
-4% -$108K 0.03% 294
2023
Q4 		$2.49M Buy
20,863
+16,391
+367% +$1.94M 0.03% 310
2023
Q3 		$516K Sell
4,472
-551
-11% -$66.4K 0.01% 518
2023
Q2 		$562K Buy
5,023
+1,375
+38% +$150K 0.01% 492
2023
Q1 		$418K Sell
3,648
-308
-8% -$35K 0.01% 522
2022
Q4 		$457K Buy
3,956
+1,028
+35% +$120K 0.01% 457
2022
Q3 		$329K Sell
2,928
-63
-2% -$7.81K 0.01% 365
2022
Q2 		$341K Sell
2,991
-54
-2% -$6.78K 0.01% 404
2022
Q1 		$416K Sell
3,045
-16
-0.5% -$1.96K 0.01% 402
2021
Q4 		$418K Buy
+3,061
New +$378K 0.01% 366
2021
Q3 		– Sell
-3,370
Closed -$362K – 395
2021
Q2 		$362K Sell
3,370
-14
-0.4% -$1.41K 0.01% 337
2021
Q1 		$332K Buy
3,384
+274
+9% +$25.2K 0.01% 320
2020
Q4 		$290K Buy
3,110
+188
+6% +$16.7K 0.01% 326
2020
Q3 		$233K Sell
2,922
-86
-3% -$6.46K 0.01% 345
2020
Q2 		$228K Sell
3,008
-361
-11% -$25K 0.01% 330
2020
Q1 		$212K Sell
3,369
-300
-8% -$24K 0.02% 323
2019
Q4 		$312K Buy
3,669
+509
+16% +$42.9K 0.02% 293
2019
Q3 		$262K Sell
3,160
-241
-7% -$20K 0.02% 298
2019
Q2 		$280K Sell
3,401
-55
-2% -$4.64K 0.02% 289
2019
Q1 		$277K Buy
+3,456
New +$255K 0.02% 284

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 $3.37T AUM 44.26% 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

Sequoia Financial Advisors's PAYX Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Paychex (PAYX) stake by 0.19% in Q2 2026, buying an estimated $3.31K and bringing the position to 18,435 shares worth $1.81M. The position accounts for 0.01% of the portfolio, ranked #675.

Sequoia Financial Advisors first reported a position in PAYX in Q1 2019 and has held it in 29 quarters since. The position peaked at $9.56M in Q2 2025. 1,526 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Sequoia Financial Advisors held 18,435 shares of Paychex worth $1.81M as of Q2 2026.
  • Sequoia Financial Advisors bought 35 Paychex shares in Q2 2026, an estimated $3.31K.
  • Paychex made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #675 holding.
  • Sequoia Financial Advisors first reported a position in Paychex in Q1 2019 and has held it in 29 quarters since.
  • Sequoia Financial Advisors's Paychex position peaked at $9.56M in Q2 2025.
  • 1,526 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.