TFC Financial Management’s Paychex PAYX Stock Holding History

TFC Financial 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
2026 Q2	$160K	Buy	1,631 +1	+0.1%	+$95	0.02%	161
2026 Q1	$150K	Sell	1,630 -3	-0.2%	-$297	0.02%	154
2025 Q4	$183K	Buy	1,633 +150	+10%	+$17.6K	0.02%	138
2025 Q3	$188K	Hold	1,483	–	–	0.02%	133
2025 Q2	$216K	Hold	1,483	–	–	0.03%	124
2025 Q1	$229K	Hold	1,483	–	–	0.04%	111
2024 Q4	$208K	Hold	1,483	–	–	0.03%	124
2024 Q3	$199K	Hold	1,483	–	–	0.03%	127
2024 Q2	$176K	Hold	1,483	–	–	0.03%	129
2024 Q1	$182K	Buy	1,483 +2	+0.1%	+$243	0.03%	125
2023 Q4	$176K	Hold	1,481	–	–	0.04%	123
2023 Q3	$171K	Hold	1,481	–	–	0.04%	123
2023 Q2	$166K	Buy	1,481 +3	+0.2%	+$328	0.04%	126
2023 Q1	$169K	Buy	1,478 +5	+0.3%	+$569	0.04%	121
2022 Q4	$170K	Buy	1,473 +10	+0.7%	+$1.17K	0.05%	103
2022 Q3	$164K	Buy	1,463 +8	+0.5%	+$991	0.05%	101
2022 Q2	$166K	Buy	1,455 +9	+0.6%	+$1.13K	0.05%	109
2022 Q1	$197K	Buy	1,446 +8	+0.6%	+$982	0.06%	103
2021 Q4	$196K	Buy	1,438 +8	+0.6%	+$989	0.06%	108
2021 Q3	$161K	Buy	1,430 +8	+0.6%	+$899	0.05%	115
2021 Q2	$153K	Buy	1,422 +9	+0.6%	+$905	0.05%	116
2021 Q1	$139K	Buy	1,413 +9	+0.6%	+$829	0.05%	113
2020 Q4	$131K	Buy	1,404 +9	+0.6%	+$799	0.06%	115
2020 Q3	$111K	Buy	+1,395	New	+$105K	0.05%	110

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

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

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) 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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

TFC Financial Management's PAYX Position: Q2 2026 in Review

TFC Financial Management increased its Paychex (PAYX) stake by 0.06% in Q2 2026, buying an estimated $95 and bringing the position to 1,631 shares worth $160K. The position accounts for 0.02% of the portfolio, ranked #161.

TFC Financial Management first reported a position in PAYX in Q3 2020 and has held it in 24 quarters since. The position peaked at $229K in Q1 2025. 466 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

TFC Financial Management held 1,631 shares of Paychex worth $160K as of Q2 2026.
TFC Financial Management bought 1 Paychex share in Q2 2026, an estimated $95.
Paychex made up 0.02% of TFC Financial Management's portfolio in Q2 2026, its #161 holding.
TFC Financial Management first reported a position in Paychex in Q3 2020 and has held it in 24 quarters since.
TFC Financial Management's Paychex position peaked at $229K in Q1 2025.
466 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.