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Tradition Wealth Management’s Paychex PAYX Stock Holding History

Tradition 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
-1,675
Closed -$244K – 505
2025
Q2 		$244K Buy
1,675
+41
+3% +$6.17K 0.02% 397
2025
Q1 		$252K Buy
1,634
+19
+1% +$2.79K 0.02% 369
2024
Q4 		$226K Sell
1,615
-137
-8% -$19.5K 0.02% 375
2024
Q3 		$235K Buy
1,752
+41
+2% +$5.21K 0.02% 365
2024
Q2 		$203K Hold
1,711
– – 0.02% 382
2024
Q1 		$210K Buy
1,711
+54
+3% +$6.55K 0.02% 367
2023
Q4 		$197K Sell
1,657
-62
-4% -$7.34K 0.02% 328
2023
Q3 		$198K Buy
1,719
+66
+4% +$7.95K 0.02% 312
2023
Q2 		$185K Buy
1,653
+257
+18% +$28.1K 0.02% 325
2023
Q1 		$160K Buy
+1,396
New +$159K 0.02% 336
2022
Q3 		– Sell
-100
Closed -$11K – 1206
2022
Q2 		$11K Hold
100
– – ﹤0.01% 804
2022
Q1 		$14K Sell
100
-6
-6% -$737 ﹤0.01% 814
2021
Q4 		$14K Buy
106
+6
+6% +$742 ﹤0.01% 820
2021
Q3 		$11K Hold
100
– – ﹤0.01% 889
2021
Q2 		$11K Buy
+100
New +$10.1K ﹤0.01% 928
2021
Q1 		– Sell
-100
Closed -$9K – 965
2020
Q4 		$9K Buy
+100
New +$8.88K ﹤0.01% 768

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Tradition Wealth Management sold out of Paychex (PAYX) in Q3 2025, closing a stake of 1,675 shares — an estimated $244K sold.

Tradition Wealth Management first reported a position in PAYX in Q4 2020 and held it in 16 quarters. The position peaked at $252K in Q1 2025. 1,619 funds tracked by Wall St. Rank hold PAYX as of Q3 2025.

  • Tradition Wealth Management reported no remaining Paychex position as of Q3 2025 after selling out during the quarter.
  • Tradition Wealth Management sold 1,675 Paychex shares in Q3 2025, an estimated $244K.
  • Tradition Wealth Management first reported a position in Paychex in Q4 2020 and held it in 16 quarters.
  • Tradition Wealth Management's Paychex position peaked at $252K in Q1 2025.
  • 1,619 funds tracked by Wall St. Rank held Paychex as of Q3 2025.

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