Congress Wealth Management’s Paychex PAYX Stock Holding History

Congress Wealth Management’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 Q2	$2.96M	Buy	20,347 +1,945	+11%	+$293K	0.03%	494
2025 Q1	$2.84M	Sell	18,402 -430	-2%	-$63.2K	0.03%	426
2024 Q4	$2.64M	Buy	18,832 +1,567	+9%	+$223K	0.04%	373
2024 Q3	$2.32M	Buy	17,265 +15,265	+763%	+$1.94M	0.03%	399
2024 Q2	$237K	Sell	2,000 -2,472	-55%	-$302K	﹤0.01%	663
2024 Q1	$549K	Buy	4,472 +218	+5%	+$26.5K	0.01%	441
2023 Q4	$507K	Buy	+4,254	New	+$504K	0.01%	462

Other funds holding PAYX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Congress Wealth Management's PAYX Position: Q2 2025 in Review

Congress Wealth Management increased its Paychex (PAYX) stake by 11% in Q2 2025, buying an estimated $293K and bringing the position to 20,347 shares worth $2.96M. The position accounts for 0.03% of the portfolio, ranked #494.

Congress Wealth Management first reported a position in PAYX in Q4 2023 and has held it in 7 quarters since. 1,674 funds tracked by Wall St. Rank hold PAYX as of Q2 2025.

Congress Wealth Management held 20,347 shares of Paychex worth $2.96M as of Q2 2025.
Congress Wealth Management bought 1,945 Paychex shares in Q2 2025, an estimated $293K.
Paychex made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #494 holding.
Congress Wealth Management first reported a position in Paychex in Q4 2023 and has held it in 7 quarters since.
1,674 funds tracked by Wall St. Rank held Paychex as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.