West Branch Capital’s Paychex PAYX Stock Holding History

West Branch Capital’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	$27.5K	Hold	280	–	–	0.01%	168
2026 Q1	$25.8K	Hold	280	–	–	0.01%	167
2025 Q4	$31.4K	Sell	280 -261	-48%	-$30.5K	0.01%	158
2025 Q3	$68.6K	Hold	541	–	–	0.02%	130
2025 Q2	$78.7K	Sell	541 -1	-0.2%	-$151	0.02%	125
2025 Q1	$83.6K	Hold	542	–	–	0.03%	126
2024 Q4	$76K	Hold	542	–	–	0.02%	133
2024 Q3	$72.7K	Sell	542 -53	-9%	-$6.73K	0.03%	138
2024 Q2	$70.5K	Hold	595	–	–	0.03%	144
2024 Q1	$73.1K	Hold	595	–	–	0.03%	143
2023 Q4	$70.9K	Hold	595	–	–	0.03%	139
2023 Q3	$68.6K	Hold	595	–	–	0.04%	136
2023 Q2	$66.6K	Hold	595	–	–	0.03%	142
2023 Q1	$68.2K	Hold	595	–	–	0.04%	144
2022 Q4	$68.8K	Hold	595	–	–	0.04%	140
2022 Q3	$67K	Hold	595	–	–	0.04%	148
2022 Q2	$68K	Hold	595	–	–	0.04%	154
2022 Q1	$81K	Hold	595	–	–	0.04%	150
2021 Q4	$81K	Hold	595	–	–	0.03%	162
2021 Q3	$67K	Hold	595	–	–	0.03%	168
2021 Q2	$64K	Buy	+595	New	+$59.8K	0.03%	178

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

West Branch Capital's PAYX Position: Q2 2026 in Review

West Branch Capital held its Paychex (PAYX) position steady in Q2 2026 at 280 shares worth $27.5K. The position accounts for 0.01% of the portfolio, ranked #168.

West Branch Capital first reported a position in PAYX in Q2 2021 and has held it in 21 quarters since. The position peaked at $83.6K in Q1 2025. 393 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

West Branch Capital held 280 shares of Paychex worth $27.5K as of Q2 2026.
West Branch Capital left its Paychex share count unchanged in Q2 2026.
Paychex made up 0.01% of West Branch Capital's portfolio in Q2 2026, its #168 holding.
West Branch Capital first reported a position in Paychex in Q2 2021 and has held it in 21 quarters since.
West Branch Capital's Paychex position peaked at $83.6K in Q1 2025.
393 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.