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Elevation Wealth Partners’s Paychex PAYX Stock Holding History

Elevation 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 		$41.5K Buy
421
+21
+5% +$2.43K 0.01% 449
2026
Q2 		$39.3K Buy
400
+125
+45% +$11.8K 0.01% 366
2026
Q1 		$25.3K Buy
+275
New +$27.2K 0.01% 327

Other funds holding PAYX

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

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

Elevation Wealth Partners increased its Paychex (PAYX) stake by 5.3% in Q3 2026, buying an estimated $2.43K and bringing the position to 421 shares worth $41.5K. The position accounts for 0.01% of the portfolio, ranked #449.

Elevation Wealth Partners first reported a position in PAYX in Q1 2026 and has held it in 3 quarters since. 58 funds tracked by Wall St. Rank hold PAYX as of Q3 2026.

  • Elevation Wealth Partners held 421 shares of Paychex worth $41.5K as of Q3 2026.
  • Elevation Wealth Partners bought 21 Paychex shares in Q3 2026, an estimated $2.43K.
  • Paychex made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #449 holding.
  • Elevation Wealth Partners first reported a position in Paychex in Q1 2026 and has held it in 3 quarters since.
  • 58 funds tracked by Wall St. Rank held Paychex as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.