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Burkett Financial Services’s Paychex PAYX Stock Holding History

Burkett 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
2026
Q3 		$2.31K Hold
23
– – ﹤0.01% 349
2026
Q2 		$2.29K Buy
23
+1
+5% +$95 ﹤0.01% 235
2026
Q1 		$2.11K Hold
22
– – ﹤0.01% 219
2025
Q4 		$2.54K Hold
22
– – ﹤0.01% 199
2025
Q3 		$2.85K Hold
22
– – ﹤0.01% 193
2025
Q2 		$3.24K Hold
22
– – ﹤0.01% 182
2025
Q1 		$3.42K Hold
22
– – ﹤0.01% 202
2024
Q4 		$3.08K Hold
22
– – ﹤0.01% 178
2024
Q3 		$2.95K Buy
+22
New +$2.79K ﹤0.01% 175

Other funds holding PAYX

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Burkett Financial Services's PAYX Position: Q3 2026 in Review

Burkett Financial Services held its Paychex (PAYX) position steady in Q3 2026 at 23 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Burkett Financial Services first reported a position in PAYX in Q3 2024 and has held it in 9 quarters since. The position peaked at $3.42K in Q1 2025. 57 funds tracked by Wall St. Rank hold PAYX as of Q3 2026.

  • Burkett Financial Services held 23 shares of Paychex worth $2.31K as of Q3 2026.
  • Burkett Financial Services left its Paychex share count unchanged in Q3 2026.
  • Paychex made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #349 holding.
  • Burkett Financial Services first reported a position in Paychex in Q3 2024 and has held it in 9 quarters since.
  • Burkett Financial Services's Paychex position peaked at $3.42K in Q1 2025.
  • 57 funds tracked by Wall St. Rank held Paychex as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.