Atala Financial’s Paychex PAYX Stock Holding History

Atala Financial’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 Q2	–	Sell	-88	Closed	-$13.6K	–	356
2025 Q1	$13.6K	Hold	88	–	–	0.01%	284
2024 Q4	$12.3K	Buy	+88	New	+$12.5K	0.01%	295

Other funds holding PAYX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Atala Financial's PAYX Position: Q2 2025 in Review

Atala Financial sold out of Paychex (PAYX) in Q2 2025, closing a stake of 88 shares — an estimated $13.6K sold.

Atala Financial first reported a position in PAYX in Q4 2024 and held it in 2 quarters. The position peaked at $13.6K in Q1 2025. 1,673 funds tracked by Wall St. Rank hold PAYX as of Q2 2025.

Atala Financial reported no remaining Paychex position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 88 Paychex shares in Q2 2025, an estimated $13.6K.
Atala Financial first reported a position in Paychex in Q4 2024 and held it in 2 quarters.
Atala Financial's Paychex position peaked at $13.6K in Q1 2025.
1,673 funds tracked by Wall St. Rank held Paychex as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.