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Cooper Financial Group’s Paychex PAYX Stock Holding History

Cooper Financial Group’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 		$219K Buy
+2,229
New +$211K 0.02% 417
2024
Q2 		– Sell
-2,378
Closed -$292K – 388
2024
Q1 		$292K Buy
2,378
+44
+2% +$5.34K 0.05% 288
2023
Q4 		$278K Buy
2,334
+53
+2% +$6.28K 0.05% 280
2023
Q3 		$263K Buy
2,281
+66
+3% +$7.95K 0.06% 268
2023
Q2 		$248K Sell
2,215
-1,143
-34% -$125K 0.06% 276
2023
Q1 		$385K Buy
3,358
+438
+15% +$49.8K 0.1% 205
2022
Q4 		$337K Buy
2,920
+199
+7% +$23.3K 0.1% 200
2022
Q3 		$305K Buy
2,721
+416
+18% +$51.6K 0.11% 182
2022
Q2 		$262K Buy
2,305
+238
+12% +$29.9K 0.1% 201
2022
Q1 		$282K Buy
2,067
+375
+22% +$46K 0.11% 185
2021
Q4 		$231K Buy
+1,692
New +$209K 0.09% 204

Other funds holding PAYX

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Cooper Financial Group's PAYX Position: Q2 2026 in Review

Cooper Financial Group opened a new position in Paychex (PAYX) in Q2 2026: 2,229 shares worth $219K. The stake represents 0.02% of the portfolio and ranks #417 among its holdings. This is a return to the name: Cooper Financial Group previously reported a position in PAYX as recently as Q1 2024.

Cooper Financial Group first reported a position in PAYX in Q4 2021 and has held it in 11 quarters since. The position peaked at $385K in Q1 2023. 1,530 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Cooper Financial Group held 2,229 shares of Paychex worth $219K as of Q2 2026.
  • Paychex was a new Cooper Financial Group position in Q2 2026.
  • Paychex made up 0.02% of Cooper Financial Group's portfolio in Q2 2026, its #417 holding.
  • Cooper Financial Group first reported a position in Paychex in Q4 2021 and has held it in 11 quarters since.
  • Cooper Financial Group's Paychex position peaked at $385K in Q1 2023.
  • 1,530 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.