Fort Point Capital Partners’s Paychex PAYX Stock Holding History

Fort Point Capital 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
2025 Q2	–	Sell	-1,312	Closed	-$202K	–	333
2025 Q1	$202K	Buy	+1,312	New	+$193K	0.02%	302
2022 Q4	–	Sell	-2,019	Closed	-$227K	–	291
2022 Q3	$227K	Sell	2,019 -10	-0.5%	-$1.24K	0.04%	245
2022 Q2	$231K	Buy	2,029 +16	+0.8%	+$2.01K	0.04%	251
2022 Q1	$275K	Buy	2,013 +124	+7%	+$15.2K	0.04%	240
2021 Q4	$258K	Sell	1,889 -5	-0.3%	-$618	0.03%	240
2021 Q3	$213K	Buy	+1,894	New	+$213K	0.03%	238

Other funds holding PAYX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fort Point Capital Partners's PAYX Position: Q2 2025 in Review

Fort Point Capital Partners sold out of Paychex (PAYX) in Q2 2025, closing a stake of 1,312 shares — an estimated $202K sold.

Fort Point Capital Partners first reported a position in PAYX in Q3 2021 and held it in 6 quarters. The position peaked at $275K in Q1 2022. 1,675 funds tracked by Wall St. Rank hold PAYX as of Q2 2025.

Fort Point Capital Partners reported no remaining Paychex position as of Q2 2025 after selling out during the quarter.
Fort Point Capital Partners sold 1,312 Paychex shares in Q2 2025, an estimated $202K.
Fort Point Capital Partners first reported a position in Paychex in Q3 2021 and held it in 6 quarters.
Fort Point Capital Partners's Paychex position peaked at $275K in Q1 2022.
1,675 funds tracked by Wall St. Rank held Paychex as of Q2 2025.

Based on Fort Point Capital Partners's 13F filing for Q2 2025, filed 14 Aug 2025.