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TCFG Wealth Management’s Paychex PAYX Stock Holding History

TCFG Wealth Management’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 		– Sell
-1,597
Closed -$232K – 282
2025
Q2 		$232K Sell
1,597
-35
-2% -$5.27K 0.11% 224
2025
Q1 		$252K Sell
1,632
-12
-0.7% -$1.76K 0.13% 196
2024
Q4 		$231K Sell
1,644
-23
-1% -$3.27K 0.12% 197
2024
Q3 		$224K Buy
+1,667
New +$212K 0.11% 195

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCFG Wealth Management's PAYX Position: Q3 2025 in Review

TCFG Wealth Management sold out of Paychex (PAYX) in Q3 2025, closing a stake of 1,597 shares — an estimated $232K sold.

TCFG Wealth Management first reported a position in PAYX in Q3 2024 and held it in 4 quarters. The position peaked at $252K in Q1 2025. 1,618 funds tracked by Wall St. Rank hold PAYX as of Q3 2025.

  • TCFG Wealth Management reported no remaining Paychex position as of Q3 2025 after selling out during the quarter.
  • TCFG Wealth Management sold 1,597 Paychex shares in Q3 2025, an estimated $232K.
  • TCFG Wealth Management first reported a position in Paychex in Q3 2024 and held it in 4 quarters.
  • TCFG Wealth Management's Paychex position peaked at $252K in Q1 2025.
  • 1,618 funds tracked by Wall St. Rank held Paychex as of Q3 2025.

Based on TCFG Wealth Management's 13F filing for Q3 2025, filed 18 Nov 2025.