Bard Financial Services’s Paychex PAYX Stock Holding History

Bard Financial Services’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 Q3	$910K	Hold	7,175	–	–	0.1%	120
2025 Q2	$1.04M	Hold	7,175	–	–	0.12%	116
2025 Q1	$1.11M	Sell	7,175 -395	-5%	-$58.1K	0.14%	110
2024 Q4	$1.06M	Hold	7,570	–	–	0.13%	109
2024 Q3	$1.02M	Hold	7,570	–	–	0.12%	115
2024 Q2	$897K	Hold	7,570	–	–	0.09%	124
2024 Q1	$930K	Hold	7,570	–	–	0.1%	122
2023 Q4	$902K	Hold	7,570	–	–	0.1%	122
2023 Q3	$873K	Hold	7,570	–	–	0.11%	118
2023 Q2	$847K	Hold	7,570	–	–	0.06%	175
2023 Q1	$867K	Hold	7,570	–	–	0.07%	181
2022 Q4	$875K	Buy	7,570 +5,675	+299%	+$664K	0.07%	174
2022 Q3	$213K	Hold	1,895	–	–	0.02%	266
2022 Q2	$216K	Hold	1,895	–	–	0.02%	266
2022 Q1	$259K	Hold	1,895	–	–	0.02%	260
2021 Q4	$259K	Hold	1,895	–	–	0.02%	249
2021 Q3	$213K	Hold	1,895	–	–	0.02%	254
2021 Q2	$203K	Buy	+1,895	New	+$191K	0.02%	262

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

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

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 America

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

Bank of New York Mellon

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return