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Callan Family Office’s Paychex PAYX Stock Holding History

Callan Family Office’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 		$2.93M Buy
29,775
+7,896
+36% +$747K 0.06% 295
2026
Q1 		$2.02M Buy
21,879
+7,189
+49% +$711K 0.05% 349
2025
Q4 		$1.65M Buy
14,690
+5,080
+53% +$595K 0.04% 399
2025
Q3 		$1.22M Sell
9,610
-854
-8% -$118K 0.04% 345
2025
Q2 		$1.52M Buy
10,464
+5,715
+120% +$860K 0.05% 309
2025
Q1 		$733K Sell
4,749
-2,326
-33% -$342K 0.05% 252
2024
Q4 		$992K Buy
+7,075
New +$1M 0.06% 255

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

Callan Family Office's PAYX Position: Q2 2026 in Review

Callan Family Office increased its Paychex (PAYX) stake by 36% in Q2 2026, buying an estimated $747K and bringing the position to 29,775 shares worth $2.93M. The position accounts for 0.06% of the portfolio, ranked #295.

Callan Family Office first reported a position in PAYX in Q4 2024 and has held it in 7 quarters since. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Callan Family Office held 29,775 shares of Paychex worth $2.93M as of Q2 2026.
  • Callan Family Office bought 7,896 Paychex shares in Q2 2026, an estimated $747K.
  • Paychex made up 0.06% of Callan Family Office's portfolio in Q2 2026, its #295 holding.
  • Callan Family Office first reported a position in Paychex in Q4 2024 and has held it in 7 quarters since.
  • 1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.