COMPASS FINANCIAL MANAGEMENT LLC’s Paychex PAYX Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$265K	Buy	+2,369	New	+$224K	0.03%	371

Other funds holding PAYX

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's PAYX Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Paychex (PAYX) in Q2 2026: 2,369 shares worth $265K. The stake represents 0.03% of the portfolio and ranks #371 among its holdings.

1,166 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 2,369 shares of Paychex worth $265K as of Q2 2026.
Paychex was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Paychex made up 0.03% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #371 holding.
1,166 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.