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 $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bard Financial Services's PAYX Position: Q3 2025 in Review

Bard Financial Services held its Paychex (PAYX) position steady in Q3 2025 at 7,175 shares worth $910K. The position accounts for 0.1% of the portfolio, ranked #120.

Bard Financial Services first reported a position in PAYX in Q2 2021 and has held it in 18 quarters since. The position peaked at $1.11M in Q1 2025. 1,619 funds tracked by Wall St. Rank hold PAYX as of Q3 2025.

Bard Financial Services held 7,175 shares of Paychex worth $910K as of Q3 2025.
Bard Financial Services left its Paychex share count unchanged in Q3 2025.
Paychex made up 0.1% of Bard Financial Services's portfolio in Q3 2025, its #120 holding.
Bard Financial Services first reported a position in Paychex in Q2 2021 and has held it in 18 quarters since.
Bard Financial Services's Paychex position peaked at $1.11M in Q1 2025.
1,619 funds tracked by Wall St. Rank held Paychex as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.