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Essex Financial Services’s Paychex PAYX Stock Holding History

Essex Financial Services’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 		$878K Buy
8,925
+1,377
+18% +$130K 0.04% 352
2026
Q1 		$695K Sell
7,548
-575
-7% -$56.9K 0.04% 364
2025
Q4 		$911K Sell
8,123
-285
-3% -$33.4K 0.05% 306
2025
Q3 		$1.07M Sell
8,408
-271
-3% -$37.6K 0.06% 249
2025
Q2 		$1.26M Sell
8,679
-314
-3% -$47.3K 0.08% 213
2025
Q1 		$1.39M Sell
8,993
-285
-3% -$41.9K 0.1% 185
2024
Q4 		$1.3M Buy
9,278
+436
+5% +$61.9K 0.09% 189
2024
Q3 		$1.25M Sell
8,842
-42
-0.5% -$5.33K 0.09% 197
2024
Q2 		$1.1M Buy
8,884
+5,616
+172% +$686K 0.08% 217
2024
Q1 		$401K Sell
3,268
-180
-5% -$21.8K 0.04% 365
2023
Q4 		$411K Buy
3,448
+31
+0.9% +$3.67K 0.04% 338
2023
Q3 		$394K Buy
3,417
+53
+2% +$6.39K 0.05% 324
2023
Q2 		$376K Buy
3,364
+1,176
+54% +$129K 0.04% 325
2023
Q1 		$251K Sell
2,188
-34
-2% -$3.87K 0.03% 417
2022
Q4 		$256K Sell
2,222
-1
-0% -$117 0.03% 399
2022
Q3 		$249K Buy
2,223
+24
+1% +$2.97K 0.03% 380
2022
Q2 		$250K Buy
2,199
+13
+0.6% +$1.63K 0.03% 408
2022
Q1 		$298K Buy
2,186
+447
+26% +$54.9K 0.03% 377
2021
Q4 		$237K Sell
1,739
-316
-15% -$39.1K 0.02% 426
2021
Q3 		$231K Sell
2,055
-388
-16% -$43.6K 0.03% 408
2021
Q2 		$262K Buy
+2,443
New +$246K 0.04% 355

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 $3.38T AUM 44.17% 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

Essex Financial Services's PAYX Position: Q2 2026 in Review

Essex Financial Services increased its Paychex (PAYX) stake by 18% in Q2 2026, buying an estimated $130K and bringing the position to 8,925 shares worth $878K. The position accounts for 0.04% of the portfolio, ranked #352.

Essex Financial Services first reported a position in PAYX in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.39M in Q1 2025. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Essex Financial Services held 8,925 shares of Paychex worth $878K as of Q2 2026.
  • Essex Financial Services bought 1,377 Paychex shares in Q2 2026, an estimated $130K.
  • Paychex made up 0.04% of Essex Financial Services's portfolio in Q2 2026, its #352 holding.
  • Essex Financial Services first reported a position in Paychex in Q2 2021 and has held it in 21 quarters since.
  • Essex Financial Services's Paychex position peaked at $1.39M in Q1 2025.
  • 1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.