Daymark Wealth Partners
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Daymark Wealth Partners’s Paychex PAYX Stock Holding History

Daymark Wealth Partners’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
Q3 		$945K Buy
9,599
+1,312
+16% +$152K 0.02% 363
2026
Q2 		$815K Buy
8,287
+1,012
+14% +$95.8K 0.02% 371
2026
Q1 		$670K Sell
7,275
-1,024
-12% -$101K 0.02% 360
2025
Q4 		$931K Sell
8,299
-1,009
-11% -$118K 0.03% 296
2025
Q3 		$1.18M Buy
9,308
+408
+5% +$56.6K 0.04% 259
2025
Q2 		$1.29M Buy
8,900
+228
+3% +$34.3K 0.05% 230
2025
Q1 		$1.34M Sell
8,672
-146
-2% -$21.5K 0.06% 205
2024
Q4 		$1.24M Sell
8,818
-453
-5% -$64.3K 0.05% 208
2024
Q3 		$1.24M Sell
9,271
-576
-6% -$73.1K 0.05% 220
2024
Q2 		$1.17M Buy
9,847
+82
+0.8% +$10K 0.05% 217
2024
Q1 		$1.2M Sell
9,765
-249
-2% -$30.2K 0.06% 180
2023
Q4 		$1.19M Buy
10,014
+130
+1% +$15.4K 0.07% 169
2023
Q3 		$1.14M Sell
9,884
-50
-0.5% -$6.03K 0.08% 160
2023
Q2 		$1.11M Buy
9,934
+5,478
+123% +$599K 0.08% 157
2023
Q1 		$511K Buy
+4,456
New +$507K 0.07% 185

Other funds holding PAYX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Guinness Asset Management
Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
MCI
McDonald Capital Investors Orinda, California $1.22B AUM 4.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Daymark Wealth Partners's PAYX Position: Q3 2026 in Review

Daymark Wealth Partners increased its Paychex (PAYX) stake by 16% in Q3 2026, buying an estimated $152K and bringing the position to 9,599 shares worth $945K. The position accounts for 0.02% of the portfolio, ranked #363.

Daymark Wealth Partners first reported a position in PAYX in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.34M in Q1 2025. 838 funds tracked by Wall St. Rank hold PAYX as of Q3 2026.

  • Daymark Wealth Partners held 9,599 shares of Paychex worth $945K as of Q3 2026.
  • Daymark Wealth Partners bought 1,312 Paychex shares in Q3 2026, an estimated $152K.
  • Paychex made up 0.02% of Daymark Wealth Partners's portfolio in Q3 2026, its #363 holding.
  • Daymark Wealth Partners first reported a position in Paychex in Q1 2023 and has held it in 15 quarters since.
  • Daymark Wealth Partners's Paychex position peaked at $1.34M in Q1 2025.
  • 838 funds tracked by Wall St. Rank held Paychex as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.