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Cape Ann Savings Bank’s Paychex PAYX Stock Holding History

Cape Ann Savings Bank’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
Q4 		– Sell
-1,767
Closed -$224K – 113
2025
Q3 		$224K Hold
1,767
– – 0.12% 99
2025
Q2 		$257K Buy
1,767
+260
+17% +$39.1K 0.15% 83
2025
Q1 		$233K Buy
1,507
+50
+3% +$7.35K 0.15% 86
2024
Q4 		$204K Buy
+1,457
New +$207K 0.12% 86
2022
Q2 		– Sell
-1,621
Closed -$221K – 81
2022
Q1 		$221K Sell
1,621
-58
-3% -$7.12K 0.15% 80
2021
Q4 		$229K Buy
+1,679
New +$208K 0.14% 81
2013
Q4 		– Sell
-5,145
Closed -$209K – 66
2013
Q3 		$209K Buy
+5,145
New +$203K 0.36% 61

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cape Ann Savings Bank's PAYX Position: Q4 2025 in Review

Cape Ann Savings Bank sold out of Paychex (PAYX) in Q4 2025, closing a stake of 1,767 shares — an estimated $224K sold.

Cape Ann Savings Bank first reported a position in PAYX in Q3 2013 and held it in 7 quarters. The position peaked at $257K in Q2 2025. 1,588 funds tracked by Wall St. Rank hold PAYX as of Q4 2025.

  • Cape Ann Savings Bank reported no remaining Paychex position as of Q4 2025 after selling out during the quarter.
  • Cape Ann Savings Bank sold 1,767 Paychex shares in Q4 2025, an estimated $224K.
  • Cape Ann Savings Bank first reported a position in Paychex in Q3 2013 and held it in 7 quarters.
  • Cape Ann Savings Bank's Paychex position peaked at $257K in Q2 2025.
  • 1,588 funds tracked by Wall St. Rank held Paychex as of Q4 2025.

Based on Cape Ann Savings Bank's 13F filing for Q4 2025, filed 28 Jan 2026.