Bank of Montreal
PAYX icon

Bank of Montreal’s Paychex PAYX Stock Holding History

Bank of Montreal’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
2021
Q1 		– Sell
-100,000
Closed -$9.1M – 5279
2020
Q4 		$9.1M Buy
100,000
+76,100
+318% +$6.76M 0.01% 1066
2020
Q3 		$1.9M Buy
+23,900
New +$1.79M ﹤0.01% 1682

Other funds holding PAYX

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of Montreal's PAYX Position: Q2 2026 in Review

Bank of Montreal increased its Paychex (PAYX) stake by 15% in Q2 2026, buying an estimated $4.64M and bringing the position to 373,035 shares worth $36.7M. The position accounts for 0.01% of the portfolio, ranked #692.

Bank of Montreal first reported a position in PAYX in Q2 2013 and has held it in 53 quarters since. The position peaked at $94.2M in Q4 2023. 1,160 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Bank of Montreal held 373,035 shares of Paychex worth $36.7M as of Q2 2026.
  • Bank of Montreal bought 48,985 Paychex shares in Q2 2026, an estimated $4.64M.
  • Paychex made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #692 holding.
  • Bank of Montreal first reported a position in Paychex in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's Paychex position peaked at $94.2M in Q4 2023.
  • 1,160 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.