True North Advisors’s Paychex PAYX Stock Holding History

True North Advisors’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	$1.67M	Buy	17,019 +263	+2%	+$24.9K	0.16%	93
2026 Q1	$1.54M	Sell	16,756 -450	-3%	-$44.5K	0.18%	84
2025 Q4	$1.93M	Buy	17,206 +271	+2%	+$31.7K	0.25%	64
2025 Q3	$2.15M	Sell	16,935 -716	-4%	-$99.3K	0.34%	50
2025 Q2	$2.57M	Sell	17,651 -1,928	-10%	-$290K	0.49%	47
2025 Q1	$3.02M	Sell	19,579 -3,410	-15%	-$502K	0.54%	42
2024 Q4	$3.22M	Buy	+22,989	New	+$3.26M	0.76%	28

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

True North Advisors's PAYX Position: Q2 2026 in Review

True North Advisors increased its Paychex (PAYX) stake by 1.6% in Q2 2026, buying an estimated $24.9K and bringing the position to 17,019 shares worth $1.67M. The position accounts for 0.16% of the portfolio, ranked #93.

True North Advisors first reported a position in PAYX in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.22M in Q4 2024. 490 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

True North Advisors held 17,019 shares of Paychex worth $1.67M as of Q2 2026.
True North Advisors bought 263 Paychex shares in Q2 2026, an estimated $24.9K.
Paychex made up 0.16% of True North Advisors's portfolio in Q2 2026, its #93 holding.
True North Advisors first reported a position in Paychex in Q4 2024 and has held it in 7 quarters since.
True North Advisors's Paychex position peaked at $3.22M in Q4 2024.
490 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.