Sonora Investment Management Group’s Paychex PAYX Stock Holding History

Sonora Investment Management Group’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 Q3	$12.5M	Buy	98,696 +835	+0.9%	+$116K	0.89%	36
2025 Q2	$14.2M	Buy	97,861 +2,378	+2%	+$358K	1.06%	30
2025 Q1	$14.7M	Buy	95,483 +2,617	+3%	+$385K	1.17%	29
2024 Q4	$13M	Buy	92,866 +2,320	+3%	+$329K	1%	35
2024 Q3	$12.2M	Buy	90,546 +7,768	+9%	+$986K	0.9%	42
2024 Q2	$10.2M	Hold	82,778	–	–	0.8%	47
2024 Q1	$10.2M	Buy	82,778 +3,574	+5%	+$434K	0.8%	47
2023 Q4	$9.43M	Buy	79,204 +3,269	+4%	+$387K	0.77%	48
2023 Q3	$8.76M	Buy	75,935 +2,251	+3%	+$271K	0.75%	47
2023 Q2	$8.24M	Buy	73,684 +2,278	+3%	+$249K	0.69%	52
2023 Q1	$8.18M	Buy	71,406 +3,114	+5%	+$354K	0.71%	54
2022 Q4	$7.89M	Buy	68,292 +4,880	+8%	+$571K	0.72%	54
2022 Q3	$7.22M	Hold	63,412	–	–	0.93%	43
2022 Q2	$7.22M	Buy	63,412 +4,741	+8%	+$595K	0.68%	58
2022 Q1	$8.01M	Buy	58,671 +5,222	+10%	+$641K	0.91%	43
2021 Q4	$7.3M	Buy	+53,449	New	+$6.61M	0.85%	47

Other funds holding PAYX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sonora Investment Management Group's PAYX Position: Q3 2025 in Review

Sonora Investment Management Group increased its Paychex (PAYX) stake by 0.85% in Q3 2025, buying an estimated $116K and bringing the position to 98,696 shares worth $12.5M. The position accounts for 0.89% of the portfolio, ranked #36.

Sonora Investment Management Group first reported a position in PAYX in Q4 2021 and has held it in 16 quarters since. The position peaked at $14.7M in Q1 2025. 1,619 funds tracked by Wall St. Rank hold PAYX as of Q3 2025.

Sonora Investment Management Group held 98,696 shares of Paychex worth $12.5M as of Q3 2025.
Sonora Investment Management Group bought 835 Paychex shares in Q3 2025, an estimated $116K.
Paychex made up 0.89% of Sonora Investment Management Group's portfolio in Q3 2025, its #36 holding.
Sonora Investment Management Group first reported a position in Paychex in Q4 2021 and has held it in 16 quarters since.
Sonora Investment Management Group's Paychex position peaked at $14.7M in Q1 2025.
1,619 funds tracked by Wall St. Rank held Paychex as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.