Steel Grove Capital Advisors’s Paychex PAYX Stock Holding History

Steel Grove Capital 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	$1.85M	Buy	+18,855	New	+$1.78M	0.17%	70
2019 Q1	–	Sell	-4,379	Closed	-$285K	–	236
2018 Q4	$285K	Buy	4,379 +119	+3%	+$8.06K	0.04%	255
2018 Q3	$314K	Sell	4,260 -399	-9%	-$28.7K	0.04%	249
2018 Q2	$318K	Sell	4,659 -5,653	-55%	-$365K	0.05%	240
2018 Q1	$635K	Sell	10,312 -2,712	-21%	-$179K	0.1%	187
2017 Q4	$887K	Buy	13,024 +7,580	+139%	+$497K	0.13%	141
2017 Q3	$326K	Sell	5,444 -2,273	-29%	-$130K	0.06%	212
2017 Q2	$439K	Buy	7,717 +1,160	+18%	+$68.1K	0.08%	186
2017 Q1	$386K	Buy	+6,557	New	+$398K	0.07%	192

Other funds holding PAYX

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

MCI

McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

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

Steel Grove Capital Advisors's PAYX Position: Q2 2026 in Review

Steel Grove Capital Advisors opened a new position in Paychex (PAYX) in Q2 2026: 18,855 shares worth $1.85M. The stake represents 0.17% of the portfolio and ranks #70 among its holdings. This is a return to the name: Steel Grove Capital Advisors previously reported a position in PAYX as recently as Q4 2018.

Steel Grove Capital Advisors first reported a position in PAYX in Q1 2017 and has held it in 9 quarters since. 670 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Steel Grove Capital Advisors held 18,855 shares of Paychex worth $1.85M as of Q2 2026.
Paychex was a new Steel Grove Capital Advisors position in Q2 2026.
Paychex made up 0.17% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #70 holding.
Steel Grove Capital Advisors first reported a position in Paychex in Q1 2017 and has held it in 9 quarters since.
670 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.