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BOK Financial Private Wealth’s Paychex PAYX Stock Holding History

BOK Financial Private Wealth’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
Q2 		$3.64K Buy
+37
New +$3.5K ﹤0.01% 538
2025
Q1 		– Sell
-8
Closed -$1.12K – 622
2024
Q4 		$1.12K Sell
8
-617
-99% -$87.6K ﹤0.01% 494
2024
Q3 		$83.9K Buy
+625
New +$79.4K 0.01% 219
2022
Q2 		– Sell
-1,991
Closed -$272K – 431
2022
Q1 		$272K Buy
1,991
+378
+23% +$46.4K 0.02% 252
2021
Q4 		$220K Buy
+1,613
New +$199K 0.02% 279

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

BOK Financial Private Wealth's PAYX Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in Paychex (PAYX) in Q2 2026: 37 shares worth $3.64K. The stake represents ﹤0.01% of the portfolio and ranks #538 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in PAYX as recently as Q4 2024.

BOK Financial Private Wealth first reported a position in PAYX in Q4 2021 and has held it in 5 quarters since. The position peaked at $272K in Q1 2022. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • BOK Financial Private Wealth held 37 shares of Paychex worth $3.64K as of Q2 2026.
  • Paychex was a new BOK Financial Private Wealth position in Q2 2026.
  • Paychex made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #538 holding.
  • BOK Financial Private Wealth first reported a position in Paychex in Q4 2021 and has held it in 5 quarters since.
  • BOK Financial Private Wealth's Paychex position peaked at $272K in Q1 2022.
  • 1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.