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Ethos Financial Group’s Paychex PAYX Stock Holding History

Ethos 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
Q1 		– Sell
-1,867
Closed -$209K – 559
2025
Q4 		$209K Buy
1,867
+118
+7% +$13.8K 0.02% 468
2025
Q3 		$222K Sell
1,749
-197
-10% -$27.3K 0.02% 423
2025
Q2 		$283K Buy
1,946
+1
+0.1% +$151 0.02% 352
2025
Q1 		$273K Hold
1,945
– – 0.03% 333
2024
Q4 		$273K Sell
1,945
-7
-0.4% -$994 0.04% 235
2024
Q3 		$262K Buy
1,952
+1
+0.1% +$127 0.04% 226
2024
Q2 		$231K Sell
1,951
-1
-0.1% -$122 0.04% 240
2024
Q1 		$240K Hold
1,952
– – 0.05% 231
2023
Q4 		$232K Buy
1,952
+85
+5% +$10.1K 0.05% 226
2023
Q3 		$215K Sell
1,867
-36
-2% -$4.34K 0.06% 158
2023
Q2 		$218K Hold
1,903
– – 0.07% 131
2023
Q1 		$218K Buy
1,903
+27
+1% +$3.07K 0.07% 160
2022
Q4 		$217K Buy
+1,876
New +$220K 0.07% 131

Other funds holding PAYX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ethos Financial Group's PAYX Position: Q1 2026 in Review

Ethos Financial Group sold out of Paychex (PAYX) in Q1 2026, closing a stake of 1,867 shares — an estimated $209K sold.

Ethos Financial Group first reported a position in PAYX in Q4 2022 and held it in 13 quarters. The position peaked at $283K in Q2 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Ethos Financial Group reported no remaining Paychex position as of Q1 2026 after selling out during the quarter.
  • Ethos Financial Group sold 1,867 Paychex shares in Q1 2026, an estimated $209K.
  • Ethos Financial Group first reported a position in Paychex in Q4 2022 and held it in 13 quarters.
  • Ethos Financial Group's Paychex position peaked at $283K in Q2 2025.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.