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Sowell Financial Services’s Paychex PAYX Stock Holding History

Sowell Financial Services’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 		$232K Buy
2,363
+90
+4% +$8.52K 0.01% 992
2026
Q1 		$209K Sell
2,273
-1,228
-35% -$122K 0.01% 1028
2025
Q4 		$393K Buy
3,501
+269
+8% +$31.5K 0.01% 726
2025
Q3 		$410K Buy
3,232
+573
+22% +$79.5K 0.02% 697
2025
Q2 		$387K Sell
2,659
-71
-3% -$10.7K 0.02% 691
2025
Q1 		$421K Buy
+2,730
New +$402K 0.02% 634
2023
Q2 		– Sell
-3,614
Closed -$414K – 752
2023
Q1 		$414K Buy
+3,614
New +$411K 0.03% 485
2021
Q2 		– Sell
-3,728
Closed -$379K – 2061
2021
Q1 		$379K Buy
3,728
+1,592
+75% +$147K 0.01% 755
2020
Q4 		$199K Buy
2,136
+1,017
+91% +$90.3K 0.01% 846
2020
Q3 		$89K Sell
1,119
-37
-3% -$2.78K ﹤0.01% 1010
2020
Q2 		$88K Sell
1,156
-5,179
-82% -$359K ﹤0.01% 1004
2020
Q1 		$399K Sell
6,335
-741
-10% -$59.2K 0.03% 458
2019
Q4 		$602K Buy
7,076
+3,523
+99% +$297K 0.05% 394
2019
Q3 		$294K Buy
+3,553
New +$295K 0.02% 540
2018
Q4 		– Sell
-4,601
Closed -$339K – 512
2018
Q3 		$339K Sell
4,601
-338
-7% -$24.3K 0.05% 255
2018
Q2 		$351K Sell
4,939
-3,705
-43% -$239K 0.07% 211
2018
Q1 		$526K Sell
8,644
-705
-8% -$46.6K 0.13% 149
2017
Q4 		$644K Buy
9,349
+671
+8% +$44K 0.16% 129
2017
Q3 		$557K Sell
8,678
-640
-7% -$36.5K 0.15% 134
2017
Q2 		$513K Buy
+9,318
New +$547K 0.15% 132
2017
Q1 		– Sell
-543
Closed -$32K – 486
2016
Q4 		$32K Buy
+543
New +$31.3K 0.01% 380

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

Sowell Financial Services's PAYX Position: Q2 2026 in Review

Sowell Financial Services increased its Paychex (PAYX) stake by 4% in Q2 2026, buying an estimated $8.52K and bringing the position to 2,363 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #992.

Sowell Financial Services first reported a position in PAYX in Q4 2016 and has held it in 21 quarters since. The position peaked at $644K in Q4 2017. 462 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Sowell Financial Services held 2,363 shares of Paychex worth $232K as of Q2 2026.
  • Sowell Financial Services bought 90 Paychex shares in Q2 2026, an estimated $8.52K.
  • Paychex made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #992 holding.
  • Sowell Financial Services first reported a position in Paychex in Q4 2016 and has held it in 21 quarters since.
  • Sowell Financial Services's Paychex position peaked at $644K in Q4 2017.
  • 462 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.