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Center for Financial Planning’s Paychex PAYX Stock Holding History

Center for Financial Planning’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 		– Sell
-29
Closed -$3.25K – 709
2025
Q4 		$3.25K Buy
+29
New +$3.39K ﹤0.01% 584
2022
Q3 		– Sell
-27
Closed -$3K – 670
2022
Q2 		$3K Hold
27
– – ﹤0.01% 453
2022
Q1 		$4K Hold
27
– – ﹤0.01% 443
2021
Q4 		$4K Hold
27
– – ﹤0.01% 447
2021
Q3 		$3K Buy
+27
New +$3.03K ﹤0.01% 438

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

Center for Financial Planning's PAYX Position: Q1 2026 in Review

Center for Financial Planning sold out of Paychex (PAYX) in Q1 2026, closing a stake of 29 shares — an estimated $3.25K sold.

Center for Financial Planning first reported a position in PAYX in Q3 2021 and held it in 5 quarters. The position peaked at $4K in Q1 2022. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Center for Financial Planning reported no remaining Paychex position as of Q1 2026 after selling out during the quarter.
  • Center for Financial Planning sold 29 Paychex shares in Q1 2026, an estimated $3.25K.
  • Center for Financial Planning first reported a position in Paychex in Q3 2021 and held it in 5 quarters.
  • Center for Financial Planning's Paychex position peaked at $4K in Q1 2022.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.