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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
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
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BOK Financial Private Wealth's PAYX Position: Q1 2025 in Review

BOK Financial Private Wealth sold out of Paychex (PAYX) in Q1 2025, closing a stake of 8 shares — an estimated $1.12K sold.

BOK Financial Private Wealth first reported a position in PAYX in Q4 2021 and held it in 4 quarters. The position peaked at $272K in Q1 2022. 1,702 funds tracked by Wall St. Rank hold PAYX as of Q1 2025.

  • BOK Financial Private Wealth reported no remaining Paychex position as of Q1 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 8 Paychex shares in Q1 2025, an estimated $1.12K.
  • BOK Financial Private Wealth first reported a position in Paychex in Q4 2021 and held it in 4 quarters.
  • BOK Financial Private Wealth's Paychex position peaked at $272K in Q1 2022.
  • 1,702 funds tracked by Wall St. Rank held Paychex as of Q1 2025.

Based on BOK Financial Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.