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BFC Planning, Inc.’s Paychex PAYX Stock Holding History

BFC Planning, Inc.’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 		$667K Buy
6,781
+1,830
+37% +$173K 0.03% 510
2026
Q1 		$456K Buy
4,951
+1,870
+61% +$185K 0.02% 599
2025
Q4 		$346K Buy
3,081
+475
+18% +$55.6K 0.02% 667
2025
Q3 		$330K Sell
2,606
-40,930
-94% -$5.68M 0.02% 498
2025
Q2 		$6.33M Sell
43,536
-1,125
-3% -$169K 0.5% 38
2025
Q1 		$6.89M Buy
44,661
+41,615
+1,366% +$6.12M 0.61% 27
2024
Q4 		$427K Buy
+3,046
New +$433K 0.04% 379

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

BFC Planning, Inc.'s PAYX Position: Q2 2026 in Review

BFC Planning, Inc. increased its Paychex (PAYX) stake by 37% in Q2 2026, buying an estimated $173K and bringing the position to 6,781 shares worth $667K. The position accounts for 0.03% of the portfolio, ranked #510.

BFC Planning, Inc. first reported a position in PAYX in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.89M in Q1 2025. 1,541 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • BFC Planning, Inc. held 6,781 shares of Paychex worth $667K as of Q2 2026.
  • BFC Planning, Inc. bought 1,830 Paychex shares in Q2 2026, an estimated $173K.
  • Paychex made up 0.03% of BFC Planning, Inc.'s portfolio in Q2 2026, its #510 holding.
  • BFC Planning, Inc. first reported a position in Paychex in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Paychex position peaked at $6.89M in Q1 2025.
  • 1,541 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.