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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
Q2 		$473K Buy
+3,835
New +$363K 0.03% 374
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 $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

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

Ethos Financial Group opened a new position in Paychex (PAYX) in Q2 2026: 3,835 shares worth $473K. The stake represents 0.03% of the portfolio and ranks #374 among its holdings. This is a return to the name: Ethos Financial Group previously reported a position in PAYX as recently as Q4 2025.

Ethos Financial Group first reported a position in PAYX in Q4 2022 and has held it in 14 quarters since. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Ethos Financial Group held 3,835 shares of Paychex worth $473K as of Q2 2026.
  • Paychex was a new Ethos Financial Group position in Q2 2026.
  • Paychex made up 0.03% of Ethos Financial Group's portfolio in Q2 2026, its #374 holding.
  • Ethos Financial Group first reported a position in Paychex in Q4 2022 and has held it in 14 quarters since.
  • 1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.