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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
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 $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

Callan Family Office's PAYX Position: Q1 2026 in Review

Callan Family Office increased its Paychex (PAYX) stake by 49% in Q1 2026, buying an estimated $711K and bringing the position to 21,879 shares worth $2.02M. The position accounts for 0.05% of the portfolio, ranked #349.

Callan Family Office first reported a position in PAYX in Q4 2024 and has held it in 6 quarters since. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Callan Family Office held 21,879 shares of Paychex worth $2.02M as of Q1 2026.
  • Callan Family Office bought 7,189 Paychex shares in Q1 2026, an estimated $711K.
  • Paychex made up 0.05% of Callan Family Office's portfolio in Q1 2026, its #349 holding.
  • Callan Family Office first reported a position in Paychex in Q4 2024 and has held it in 6 quarters since.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.