BHWM
PAYX icon

Bay Harbor Wealth Management’s Paychex PAYX Stock Holding History

Bay Harbor Wealth Management’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
Q1 		$1.57K Hold
17
– – ﹤0.01% 620
2025
Q4 		$1.91K Sell
17
-2
-11% -$234 ﹤0.01% 491
2025
Q3 		$2.41K Buy
19
+9
+90% +$1.25K ﹤0.01% 337
2025
Q2 		$1.45K Buy
10
+2
+25% +$301 ﹤0.01% 380
2025
Q1 		$1.23K Buy
+8
New +$1.18K ﹤0.01% 259

Other funds holding PAYX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bay Harbor Wealth Management's PAYX Position: Q1 2026 in Review

Bay Harbor Wealth Management held its Paychex (PAYX) position steady in Q1 2026 at 17 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Bay Harbor Wealth Management first reported a position in PAYX in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.41K in Q3 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Bay Harbor Wealth Management held 17 shares of Paychex worth $1.57K as of Q1 2026.
  • Bay Harbor Wealth Management left its Paychex share count unchanged in Q1 2026.
  • Paychex made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q1 2026, its #620 holding.
  • Bay Harbor Wealth Management first reported a position in Paychex in Q1 2025 and has held it in 5 quarters since.
  • Bay Harbor Wealth Management's Paychex position peaked at $2.41K in Q3 2025.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.