Sheaff Brock Investment Advisors’s Paychex PAYX Stock Holding History

Sheaff Brock Investment 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
2025 Q1	$227K	Buy	1,470 +18	+1%	+$2.65K	0.02%	375
2024 Q4	$204K	Buy	+1,452	New	+$206K	0.02%	402
2022 Q2	–	Sell	-1,544	Closed	-$211K	–	535
2022 Q1	$211K	Buy	1,544 +1	+0.1%	+$123	0.01%	466
2021 Q4	$211K	Sell	1,543 -4,898	-76%	-$605K	0.01%	479
2021 Q3	$725K	Buy	+6,441	New	+$724K	0.05%	208
2017 Q1	–	Sell	-16,853	Closed	-$1.03M	–	633
2016 Q4	$1.03M	Buy	16,853 +329	+2%	+$19K	0.13%	151
2016 Q3	$956K	Buy	16,524 +410	+3%	+$24.6K	0.13%	154
2016 Q2	$959K	Hold	16,114	–	–	0.12%	173
2016 Q1	$870K	Buy	16,114 +396	+3%	+$19.9K	0.11%	184
2015 Q4	$831K	Buy	+15,718	New	+$822K	0.09%	214

Other funds holding PAYX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sheaff Brock Investment Advisors's PAYX Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Paychex (PAYX) stake by 1.2% in Q1 2025, buying an estimated $2.65K and bringing the position to 1,470 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #375.

Sheaff Brock Investment Advisors first reported a position in PAYX in Q4 2015 and has held it in 10 quarters since. The position peaked at $1.03M in Q4 2016. 1,703 funds tracked by Wall St. Rank hold PAYX as of Q1 2025.

Sheaff Brock Investment Advisors held 1,470 shares of Paychex worth $227K as of Q1 2025.
Sheaff Brock Investment Advisors bought 18 Paychex shares in Q1 2025, an estimated $2.65K.
Paychex made up 0.02% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #375 holding.
Sheaff Brock Investment Advisors first reported a position in Paychex in Q4 2015 and has held it in 10 quarters since.
Sheaff Brock Investment Advisors's Paychex position peaked at $1.03M in Q4 2016.
1,703 funds tracked by Wall St. Rank held Paychex as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.