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J. Safra Asset Management’s Paychex PAYX Stock Holding History

J. Safra Asset Management’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 		$275K Hold
2,800
– – 0.01% 210
2026
Q1 		$258K Buy
2,800
+49
+2% +$4.85K 0.01% 204
2025
Q4 		$309K Buy
+2,751
New +$322K 0.02% 190
2024
Q1 		– Sell
-479
Closed -$57.1K – 176
2023
Q4 		$57.1K Sell
479
-130
-21% -$15.4K 0.01% 81
2023
Q3 		$70.2K Hold
609
– – 0.01% 78
2023
Q2 		$68.1K Hold
609
– – 0.01% 89
2023
Q1 		$69.8K Buy
+609
New +$69.3K 0.01% 88

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

J. Safra Asset Management's PAYX Position: Q2 2026 in Review

J. Safra Asset Management held its Paychex (PAYX) position steady in Q2 2026 at 2,800 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #210.

J. Safra Asset Management first reported a position in PAYX in Q1 2023 and has held it in 7 quarters since. The position peaked at $309K in Q4 2025. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • J. Safra Asset Management held 2,800 shares of Paychex worth $275K as of Q2 2026.
  • J. Safra Asset Management left its Paychex share count unchanged in Q2 2026.
  • Paychex made up 0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #210 holding.
  • J. Safra Asset Management first reported a position in Paychex in Q1 2023 and has held it in 7 quarters since.
  • J. Safra Asset Management's Paychex position peaked at $309K in Q4 2025.
  • 1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.