Taylor Financial Group’s Paychex PAYX Stock Holding History

Taylor Financial 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
2026 Q2	$610K	Hold	6,207	–	–	0.34%	62
2026 Q1	$572K	Sell	6,207 -74	-1%	-$7.32K	0.35%	59
2025 Q4	$705K	Hold	6,281	–	–	0.41%	49
2025 Q3	$796K	Sell	6,281 -50	-0.8%	-$6.94K	0.46%	44
2025 Q2	$921K	Hold	6,331	–	–	0.57%	38
2025 Q1	$977K	Hold	6,331	–	–	0.68%	35
2024 Q4	$888K	Hold	6,331	–	–	0.62%	37
2024 Q3	$850K	Hold	6,331	–	–	0.59%	42
2024 Q2	$751K	Sell	6,331 -127	-2%	-$15.5K	0.58%	41
2024 Q1	$793K	Sell	6,458 -240	-4%	-$29.1K	0.6%	43
2023 Q4	$798K	Buy	+6,698	New	+$794K	0.66%	42

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

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

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Taylor Financial Group's PAYX Position: Q2 2026 in Review

Taylor Financial Group held its Paychex (PAYX) position steady in Q2 2026 at 6,207 shares worth $610K. The position accounts for 0.34% of the portfolio, ranked #62.

Taylor Financial Group first reported a position in PAYX in Q4 2023 and has held it in 11 quarters since. The position peaked at $977K in Q1 2025. 637 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Taylor Financial Group held 6,207 shares of Paychex worth $610K as of Q2 2026.
Taylor Financial Group left its Paychex share count unchanged in Q2 2026.
Paychex made up 0.34% of Taylor Financial Group's portfolio in Q2 2026, its #62 holding.
Taylor Financial Group first reported a position in Paychex in Q4 2023 and has held it in 11 quarters since.
Taylor Financial Group's Paychex position peaked at $977K in Q1 2025.
637 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Taylor Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.