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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

JNBA Financial Advisors's PAYX Position: Q3 2025 in Review

JNBA Financial Advisors sold out of Paychex (PAYX) in Q3 2025, closing a stake of 36 shares — an estimated $5.24K sold.

JNBA Financial Advisors first reported a position in PAYX in Q3 2016 and held it in 15 quarters. The position peaked at $465K in Q3 2018. 1,618 funds tracked by Wall St. Rank hold PAYX as of Q3 2025.

JNBA Financial Advisors reported no remaining Paychex position as of Q3 2025 after selling out during the quarter.
JNBA Financial Advisors sold 36 Paychex shares in Q3 2025, an estimated $5.24K.
JNBA Financial Advisors first reported a position in Paychex in Q3 2016 and held it in 15 quarters.
JNBA Financial Advisors's Paychex position peaked at $465K in Q3 2018.
1,618 funds tracked by Wall St. Rank held Paychex as of Q3 2025.

Based on JNBA Financial Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.