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Flatrock Wealth Partners’s Paychex PAYX Stock Holding History

Flatrock 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
Q2 		$229K Buy
+2,325
New +$220K 0.09% 154

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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 $3.37T AUM 44.26% 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

Flatrock Wealth Partners's PAYX Position: Q2 2026 in Review

Flatrock Wealth Partners opened a new position in Paychex (PAYX) in Q2 2026: 2,325 shares worth $229K. The stake represents 0.09% of the portfolio and ranks #154 among its holdings.

1,520 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Flatrock Wealth Partners held 2,325 shares of Paychex worth $229K as of Q2 2026.
  • Paychex was a new Flatrock Wealth Partners position in Q2 2026.
  • Paychex made up 0.09% of Flatrock Wealth Partners's portfolio in Q2 2026, its #154 holding.
  • 1,520 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Flatrock Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.