Jones Financial Companies
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Jones Financial Companies’s Paychex PAYX Stock Holding History

Jones Financial Companies’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 		$8.9M Buy
89,085
+24,087
+37% +$2.28M ﹤0.01% 966
2026
Q1 		$5.96M Buy
64,998
+45,141
+227% +$4.47M ﹤0.01% 1010
2025
Q4 		$2.23M Buy
19,857
+2,964
+18% +$347K ﹤0.01% 900
2025
Q3 		$2.17M Buy
16,893
+2,931
+21% +$407K ﹤0.01% 823
2025
Q2 		$2.01M Buy
13,962
+5,173
+59% +$779K ﹤0.01% 750
2025
Q1 		$1.33M Buy
8,789
+1,853
+27% +$273K ﹤0.01% 761
2024
Q4 		$973K Buy
6,936
+3,783
+120% +$537K ﹤0.01% 755
2024
Q3 		$419K Buy
3,153
+2,095
+198% +$266K ﹤0.01% 881
2024
Q2 		$125K Buy
1,058
+938
+782% +$115K ﹤0.01% 975
2024
Q1 		$14.7K Buy
120
+29
+32% +$3.52K ﹤0.01% 980
2023
Q4 		$10.8K Hold
91
– – ﹤0.01% 668
2023
Q3 		$10.5K Hold
91
– – ﹤0.01% 477
2023
Q2 		$10.2K Sell
91
-50
-35% -$5.47K ﹤0.01% 463
2023
Q1 		$16.2K Sell
141
-64
-31% -$7.28K ﹤0.01% 441
2022
Q4 		$24K Sell
205
-537
-72% -$62.8K ﹤0.01% 405
2022
Q3 		$83K Hold
742
– – ﹤0.01% 298
2022
Q2 		$84K Sell
742
-608
-45% -$76.4K ﹤0.01% 305
2022
Q1 		$184K Buy
1,350
+680
+101% +$83.5K ﹤0.01% 255
2021
Q4 		$91K Buy
670
+85
+15% +$10.5K ﹤0.01% 314
2021
Q3 		$66K Hold
585
– – ﹤0.01% 302
2021
Q2 		$63K Sell
585
-14
-2% -$1.41K ﹤0.01% 297
2021
Q1 		$59K Sell
599
-300
-33% -$27.6K ﹤0.01% 333
2020
Q4 		$84K Buy
+899
New +$79.8K ﹤0.01% 261
2013
Q4 		– Sell
-512
Closed -$21K – 449
2013
Q3 		$21K Buy
512
+212
+71% +$8.38K ﹤0.01% 412
2013
Q2 		$11K Buy
+300
New +$11K ﹤0.01% 578

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

Jones Financial Companies's PAYX Position: Q2 2026 in Review

Jones Financial Companies increased its Paychex (PAYX) stake by 37% in Q2 2026, buying an estimated $2.28M and bringing the position to 89,085 shares worth $8.9M. The position accounts for ﹤0.01% of the portfolio, ranked #966.

Jones Financial Companies first reported a position in PAYX in Q2 2013 and has held it in 25 quarters since. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Jones Financial Companies held 89,085 shares of Paychex worth $8.9M as of Q2 2026.
  • Jones Financial Companies bought 24,087 Paychex shares in Q2 2026, an estimated $2.28M.
  • Paychex made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #966 holding.
  • Jones Financial Companies first reported a position in Paychex in Q2 2013 and has held it in 25 quarters since.
  • 1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.