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JNBA Financial Advisors’s Paychex PAYX Stock Holding History

JNBA Financial Advisors’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 		$885 Buy
+9
New +$852 ﹤0.01% 776
2025
Q3 		– Sell
-36
Closed -$5.24K – 671
2025
Q2 		$5.24K Hold
36
– – ﹤0.01% 538
2025
Q1 		$5.55K Hold
36
– – ﹤0.01% 531
2024
Q4 		$5.05K Hold
36
– – ﹤0.01% 542
2024
Q3 		$4.83K Hold
36
– – ﹤0.01% 555
2024
Q2 		$4.27K Hold
36
– – ﹤0.01% 536
2024
Q1 		$4.42K Hold
36
– – ﹤0.01% 550
2023
Q4 		$4.29K Sell
36
-16
-31% -$1.9K ﹤0.01% 550
2023
Q3 		$6K Buy
52
+45
+643% +$5.42K ﹤0.01% 519
2023
Q2 		$784 Hold
7
– – ﹤0.01% 672
2023
Q1 		$803 Buy
+7
New +$796 ﹤0.01% 679
2022
Q1 		– Sell
-41
Closed -$6K – 801
2021
Q4 		$6K Sell
41
-232
-85% -$28.7K ﹤0.01% 588
2021
Q3 		$31K Buy
+273
New +$30.7K ﹤0.01% 354
2019
Q4 		– Sell
-39
Closed -$3K – 619
2019
Q3 		$3K Buy
+39
New +$3.24K ﹤0.01% 522
2018
Q4 		– Sell
-6,311
Closed -$465K – 674
2018
Q3 		$465K Buy
+6,311
New +$454K 0.21% 81
2016
Q4 		– Sell
-4,442
Closed -$257K – 1078
2016
Q3 		$257K Buy
+4,442
New +$266K 0.04% 189

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

JNBA Financial Advisors's PAYX Position: Q2 2026 in Review

JNBA Financial Advisors opened a new position in Paychex (PAYX) in Q2 2026: 9 shares worth $885. The stake represents ﹤0.01% of the portfolio and ranks #776 among its holdings. This is a return to the name: JNBA Financial Advisors previously reported a position in PAYX as recently as Q2 2025.

JNBA Financial Advisors first reported a position in PAYX in Q3 2016 and has held it in 16 quarters since. The position peaked at $465K in Q3 2018. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • JNBA Financial Advisors held 9 shares of Paychex worth $885 as of Q2 2026.
  • Paychex was a new JNBA Financial Advisors position in Q2 2026.
  • Paychex made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #776 holding.
  • JNBA Financial Advisors first reported a position in Paychex in Q3 2016 and has held it in 16 quarters since.
  • JNBA Financial Advisors's Paychex position peaked at $465K in Q3 2018.
  • 1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.