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Independent Financial Group’s Paychex PAYX Stock Holding History

Independent 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
Q1 		– Sell
-1,940
Closed -$218K – 1505
2025
Q4 		$218K Sell
1,940
-713
-27% -$83.5K ﹤0.01% 1309
2025
Q3 		$336K Buy
2,653
+228
+9% +$31.6K 0.01% 1035
2025
Q2 		$353K Buy
2,425
+249
+11% +$37.5K 0.01% 946
2025
Q1 		$336K Buy
2,176
+582
+37% +$85.6K 0.01% 880
2024
Q4 		$224K Sell
1,594
-25
-2% -$3.55K 0.01% 1042
2024
Q3 		$217K Buy
+1,619
New +$206K 0.01% 1030
2024
Q1 		– Sell
-1,706
Closed -$203K – 1045
2023
Q4 		$203K Buy
+1,706
New +$202K 0.01% 893
2023
Q2 		– Sell
-1,825
Closed -$209K – 915
2023
Q1 		$209K Buy
+1,825
New +$208K 0.02% 753
2022
Q1 		– Sell
-2,582
Closed -$352K – 836
2021
Q4 		$352K Buy
2,582
+782
+43% +$96.7K 0.03% 535
2021
Q3 		$202K Sell
1,800
-100
-5% -$11.2K 0.02% 671
2021
Q2 		$204K Buy
+1,900
New +$191K 0.02% 664
2021
Q1 		– Sell
-2,622
Closed -$244K – 664
2020
Q4 		$244K Sell
2,622
-500
-16% -$44.4K 0.04% 476
2020
Q3 		$249K Buy
+3,122
New +$234K 0.05% 391

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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Independent Financial Group's PAYX Position: Q1 2026 in Review

Independent Financial Group sold out of Paychex (PAYX) in Q1 2026, closing a stake of 1,940 shares — an estimated $218K sold.

Independent Financial Group first reported a position in PAYX in Q3 2020 and held it in 13 quarters. The position peaked at $353K in Q2 2025. 1,510 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Independent Financial Group reported no remaining Paychex position as of Q1 2026 after selling out during the quarter.
  • Independent Financial Group sold 1,940 Paychex shares in Q1 2026, an estimated $218K.
  • Independent Financial Group first reported a position in Paychex in Q3 2020 and held it in 13 quarters.
  • Independent Financial Group's Paychex position peaked at $353K in Q2 2025.
  • 1,510 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Independent Financial Group's 13F filing for Q1 2026, filed 5 May 2026.