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SVB Wealth’s Paychex PAYX Stock Holding History

SVB Wealth’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 		$367K Sell
3,728
-1,640
-31% -$155K 0.02% 298
2026
Q1 		$494K Buy
5,368
+145
+3% +$14.3K 0.03% 268
2025
Q4 		$586K Buy
5,223
+657
+14% +$76.9K 0.03% 262
2025
Q3 		$579K Sell
4,566
-104
-2% -$14.4K 0.03% 280
2025
Q2 		$679K Buy
+4,670
New +$703K 0.04% 265
2025
Q1 		– Sell
-6,521
Closed -$914K – 1706
2024
Q4 		$914K Buy
+6,521
New +$926K 0.02% 339
2024
Q3 		– Sell
-6,425
Closed -$762K – 429
2024
Q2 		$762K Sell
6,425
-840
-12% -$103K 0.02% 363
2024
Q1 		$892K Buy
7,265
+440
+6% +$53.4K 0.02% 366
2023
Q4 		$813K Buy
6,825
+1,520
+29% +$180K 0.02% 369
2023
Q3 		$612K Buy
5,305
+1
+0% +$121 0.01% 410
2023
Q2 		$593K Sell
5,304
-1,480
-22% -$162K 0.01% 442
2023
Q1 		$777K Sell
6,784
-1,838
-21% -$209K 0.01% 431
2022
Q4 		$996K Sell
8,622
-1,955
-18% -$229K 0.01% 402
2022
Q3 		$1.19M Buy
10,577
+1,332
+14% +$165K 0.02% 338
2022
Q2 		$1.05M Buy
9,245
+396
+4% +$49.7K 0.02% 320
2022
Q1 		$1.21M Buy
8,849
+92
+1% +$11.3K 0.02% 299
2021
Q4 		$1.2M Sell
8,757
-1,931
-18% -$239K 0.02% 285
2021
Q3 		$1.2M Buy
10,688
+1,356
+15% +$152K 0.02% 356
2021
Q2 		$1M Buy
9,332
+652
+8% +$65.6K 0.01% 384
2021
Q1 		$851K Sell
8,680
-1,673
-16% -$154K 0.01% 383
2020
Q4 		$965K Sell
10,353
-222
-2% -$19.7K 0.01% 338
2020
Q3 		$844K Sell
10,575
-754
-7% -$56.6K 0.01% 320
2020
Q2 		$858K Sell
11,329
-8,755
-44% -$607K 0.02% 291
2020
Q1 		$1.26M Sell
20,084
-14,034
-41% -$1.12M 0.03% 215
2019
Q4 		$2.9M Sell
34,118
-6,189
-15% -$522K 0.05% 175
2019
Q3 		$3.34M Sell
40,307
-280
-0.7% -$23.3K 0.07% 155
2019
Q2 		$3.34M Sell
40,587
-3,890
-9% -$328K 0.11% 154
2019
Q1 		$3.57M Buy
44,477
+696
+2% +$51.3K 0.14% 113
2018
Q4 		$2.85M Sell
43,781
-1,335
-3% -$90.4K 0.12% 124
2018
Q3 		$3.32M Sell
45,116
-658
-1% -$47.3K 0.12% 125
2018
Q2 		$3.13M Sell
45,774
-2,978
-6% -$192K 0.12% 125
2018
Q1 		$3M Sell
48,752
-2,110
-4% -$139K 0.12% 133
2017
Q4 		$3.46M Buy
50,862
+1,366
+3% +$89.6K 0.13% 131
2017
Q3 		$2.97M Buy
49,496
+578
+1% +$33K 0.11% 141
2017
Q2 		$2.79M Buy
48,918
+3,802
+8% +$223K 0.11% 156
2017
Q1 		$2.66M Buy
45,116
+1,270
+3% +$77.2K 0.11% 156
2016
Q4 		$2.67M Buy
43,846
+4,241
+11% +$244K 0.11% 152
2016
Q3 		$2.29M Buy
39,605
+1,003
+3% +$60.1K 0.09% 180
2016
Q2 		$2.3M Buy
38,602
+3,185
+9% +$171K 0.09% 180
2016
Q1 		$1.91M Sell
35,417
-3,918
-10% -$197K 0.08% 197
2015
Q4 		$2.08M Sell
39,335
-6,296
-14% -$329K 0.08% 198
2015
Q3 		$2.17M Sell
45,631
-9,592
-17% -$447K 0.08% 202
2015
Q2 		$2.59M Sell
55,223
-1,410
-2% -$68.9K 0.09% 201
2015
Q1 		$2.81M Buy
56,633
+1,758
+3% +$85.4K 0.09% 195
2014
Q4 		$2.53M Buy
+54,875
New +$2.53M 0.08% 208

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
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 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

SVB Wealth's PAYX Position: Q2 2026 in Review

SVB Wealth reduced its Paychex (PAYX) stake by 31% in Q2 2026, selling an estimated $155K and leaving 3,728 shares worth $367K. The position accounts for 0.02% of the portfolio, ranked #298.

SVB Wealth first reported a position in PAYX in Q4 2014 and has held it in 45 quarters since. The position peaked at $3.57M in Q1 2019. 494 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • SVB Wealth held 3,728 shares of Paychex worth $367K as of Q2 2026.
  • SVB Wealth sold 1,640 Paychex shares in Q2 2026, an estimated $155K.
  • Paychex made up 0.02% of SVB Wealth's portfolio in Q2 2026, its #298 holding.
  • SVB Wealth first reported a position in Paychex in Q4 2014 and has held it in 45 quarters since.
  • SVB Wealth's Paychex position peaked at $3.57M in Q1 2019.
  • 494 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.