Superior Planning, LLC’s Paychex PAYX Stock Holding History

Superior Planning, LLC’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	$22K	Buy	+223	New	+$25.8K	0.01%	660

Other funds holding PAYX

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's PAYX Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Paychex (PAYX) in Q3 2026: 223 shares worth $22K. The stake represents 0.01% of the portfolio and ranks #660 among its holdings.

1,178 funds tracked by Wall St. Rank hold PAYX as of Q3 2026.

Superior Planning, LLC held 223 shares of Paychex worth $22K as of Q3 2026.
Paychex was a new Superior Planning, LLC position in Q3 2026.
Paychex made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #660 holding.
1,178 funds tracked by Wall St. Rank held Paychex as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.