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SOA Wealth Advisors’s Paychex PAYX Stock Holding History

SOA Wealth 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 		– Sell
-772
Closed -$71.1K – 934
2026
Q1 		$71.1K Sell
772
-100
-11% -$9.89K 0.01% 315
2025
Q4 		$97.8K Buy
872
+6
+0.7% +$702 0.02% 288
2025
Q3 		$110K Buy
866
+6
+0.7% +$832 0.02% 281
2025
Q2 		$125K Buy
860
+5
+0.6% +$753 0.02% 253
2025
Q1 		$132K Buy
855
+5
+0.6% +$735 0.03% 231
2024
Q4 		$119K Buy
850
+5
+0.6% +$710 0.02% 238
2024
Q3 		$113K Buy
845
+6
+0.7% +$762 0.02% 241
2024
Q2 		$99.5K Sell
839
-113
-12% -$13.8K 0.02% 249
2024
Q1 		$117K Buy
952
+6
+0.6% +$728 0.02% 231
2023
Q4 		$113K Sell
946
-5
-0.5% -$592 0.03% 221
2023
Q3 		$110K Buy
951
+111
+13% +$13.4K 0.03% 216
2023
Q2 		$94K Buy
840
+7
+0.8% +$766 0.02% 240
2023
Q1 		$95.5K Buy
833
+5
+0.6% +$569 0.02% 229
2022
Q4 		$95.6K Buy
828
+1
+0.1% +$117 0.03% 225
2022
Q3 		$92K Sell
827
-7
-0.8% -$868 0.03% 210
2022
Q2 		$95K Sell
834
-523
-39% -$65.7K 0.03% 209
2022
Q1 		$185K Buy
1,357
+5
+0.4% +$614 0.05% 170
2021
Q4 		$184K Buy
1,352
+4
+0.3% +$494 0.04% 168
2021
Q3 		$151K Buy
1,348
+3
+0.2% +$337 0.04% 181
2021
Q2 		$144K Buy
1,345
+134
+11% +$13.5K 0.04% 186
2021
Q1 		$118K Buy
1,211
+92
+8% +$8.47K 0.03% 183
2020
Q4 		$101K Buy
+1,119
New +$99.4K 0.03% 189

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
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Mirae Asset Global Investments
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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SOA Wealth Advisors's PAYX Position: Q2 2026 in Review

SOA Wealth Advisors sold out of Paychex (PAYX) in Q2 2026, closing a stake of 772 shares — an estimated $71.1K sold.

SOA Wealth Advisors first reported a position in PAYX in Q4 2020 and held it in 22 quarters. The position peaked at $185K in Q1 2022. 448 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • SOA Wealth Advisors reported no remaining Paychex position as of Q2 2026 after selling out during the quarter.
  • SOA Wealth Advisors sold 772 Paychex shares in Q2 2026, an estimated $71.1K.
  • SOA Wealth Advisors first reported a position in Paychex in Q4 2020 and held it in 22 quarters.
  • SOA Wealth Advisors's Paychex position peaked at $185K in Q1 2022.
  • 448 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.