FourThought Financial Partners’s Paychex PAYX Stock Holding History

FourThought Financial 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 Q1	$323K	Buy	3,504 +689	+24%	+$68.2K	0.03%	251
2025 Q4	$316K	Buy	2,815 +36	+1%	+$4.21K	0.03%	312
2025 Q3	$352K	Sell	2,779 -151	-5%	-$20.9K	0.03%	258
2025 Q2	$426K	Buy	2,930 +21	+0.7%	+$3.16K	0.04%	203
2025 Q1	$449K	Sell	2,909 -755	-21%	-$111K	0.05%	193
2024 Q4	$514K	Buy	+3,664	New	+$520K	0.05%	188
2024 Q2	–	Sell	-4,278	Closed	-$525K	–	284
2024 Q1	$525K	Buy	4,278 +1,954	+84%	+$237K	0.06%	197
2023 Q4	$277K	Buy	2,324 +46	+2%	+$5.45K	0.03%	256
2023 Q3	$263K	Sell	2,278 -176	-7%	-$21.2K	0.04%	254
2023 Q2	$275K	Sell	2,454 -398	-14%	-$43.5K	0.04%	265
2023 Q1	$327K	Sell	2,852 -975	-25%	-$111K	0.04%	234
2022 Q4	$442K	Buy	+3,827	New	+$448K	0.06%	202

Other funds holding PAYX

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FourThought Financial Partners's PAYX Position: Q1 2026 in Review

FourThought Financial Partners increased its Paychex (PAYX) stake by 24% in Q1 2026, buying an estimated $68.2K and bringing the position to 3,504 shares worth $323K. The position accounts for 0.03% of the portfolio, ranked #251.

FourThought Financial Partners first reported a position in PAYX in Q4 2022 and has held it in 12 quarters since. The position peaked at $525K in Q1 2024. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

FourThought Financial Partners held 3,504 shares of Paychex worth $323K as of Q1 2026.
FourThought Financial Partners bought 689 Paychex shares in Q1 2026, an estimated $68.2K.
Paychex made up 0.03% of FourThought Financial Partners's portfolio in Q1 2026, its #251 holding.
FourThought Financial Partners first reported a position in Paychex in Q4 2022 and has held it in 12 quarters since.
FourThought Financial Partners's Paychex position peaked at $525K in Q1 2024.
1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.