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Valeo Financial Advisors’s Paychex PAYX Stock Holding History

Valeo Financial 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
Q3 		$358K Buy
3,632
+425
+13% +$49.2K 0.01% 571
2026
Q2 		$315K Buy
3,207
+657
+26% +$62.2K 0.01% 613
2026
Q1 		$235K Sell
2,550
-996
-28% -$98.5K 0.01% 634
2025
Q4 		$398K Sell
3,546
-240
-6% -$28.1K 0.01% 527
2025
Q3 		$480K Sell
3,786
-104
-3% -$14.4K 0.01% 472
2025
Q2 		$566K Buy
3,890
+166
+4% +$25K 0.01% 422
2025
Q1 		$575K Sell
3,724
-203
-5% -$29.9K 0.02% 382
2024
Q4 		$551K Buy
3,927
+320
+9% +$45.4K 0.02% 392
2024
Q3 		$484K Sell
3,607
-25
-0.7% -$3.17K 0.01% 416
2024
Q2 		$431K Buy
3,632
+47
+1% +$5.74K 0.01% 430
2024
Q1 		$439K Buy
3,585
+266
+8% +$32.3K 0.02% 415
2023
Q4 		$395K Buy
3,319
+455
+16% +$53.9K 0.02% 418
2023
Q3 		$330K Sell
2,864
-139
-5% -$16.8K 0.02% 432
2023
Q2 		$336K Buy
3,003
+150
+5% +$16.4K 0.02% 408
2023
Q1 		$327K Buy
2,853
+494
+21% +$56.2K 0.02% 421
2022
Q4 		$273K Buy
+2,359
New +$276K 0.02% 414
2022
Q2 		– Sell
-1,714
Closed -$234K – 614
2022
Q1 		$234K Buy
+1,714
New +$210K 0.01% 505
2021
Q2 		– Sell
-989
Closed -$97K – 1418
2021
Q1 		$97K Sell
989
-73
-7% -$6.72K ﹤0.01% 637
2020
Q4 		$99K Buy
1,062
+3
+0.3% +$266 0.01% 577
2020
Q3 		$84K Sell
1,059
-189
-15% -$14.2K 0.01% 513
2020
Q2 		$95K Buy
1,248
+142
+13% +$9.84K 0.01% 521
2020
Q1 		$74K Buy
1,106
+586
+113% +$46.8K 0.01% 495
2019
Q4 		$44K Hold
520
– – ﹤0.01% 700
2019
Q3 		$43K Buy
520
+339
+187% +$28.2K ﹤0.01% 650
2019
Q2 		$15K Sell
181
-416
-70% -$35.1K ﹤0.01% 924
2019
Q1 		$48K Buy
597
+3
+0.5% +$221 0.01% 565
2018
Q4 		$39K Sell
594
-343
-37% -$23.2K 0.01% 557
2018
Q3 		$61K Buy
937
+349
+59% +$25.1K 0.01% 512
2018
Q2 		$42K Sell
588
-238
-29% -$15.4K 0.01% 573
2018
Q1 		$51K Buy
826
+325
+65% +$21.5K 0.01% 484
2017
Q4 		$34K Buy
501
+104
+26% +$6.83K 0.01% 553
2017
Q3 		$24K Buy
+397
New +$22.7K 0.01% 527

Other funds holding PAYX

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Valeo Financial Advisors's PAYX Position: Q3 2026 in Review

Valeo Financial Advisors increased its Paychex (PAYX) stake by 13% in Q3 2026, buying an estimated $49.2K and bringing the position to 3,632 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #571.

Valeo Financial Advisors first reported a position in PAYX in Q3 2017 and has held it in 32 quarters since. The position peaked at $575K in Q1 2025. 60 funds tracked by Wall St. Rank hold PAYX as of Q3 2026.

  • Valeo Financial Advisors held 3,632 shares of Paychex worth $358K as of Q3 2026.
  • Valeo Financial Advisors bought 425 Paychex shares in Q3 2026, an estimated $49.2K.
  • Paychex made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #571 holding.
  • Valeo Financial Advisors first reported a position in Paychex in Q3 2017 and has held it in 32 quarters since.
  • Valeo Financial Advisors's Paychex position peaked at $575K in Q1 2025.
  • 60 funds tracked by Wall St. Rank held Paychex as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.