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
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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies's PAYX Position: Q1 2026 in Review

Jones Financial Companies increased its Paychex (PAYX) stake by 227% in Q1 2026, buying an estimated $4.47M and bringing the position to 64,998 shares worth $5.96M. The position accounts for ﹤0.01% of the portfolio, ranked #1010.

Jones Financial Companies first reported a position in PAYX in Q2 2013 and has held it in 24 quarters since. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Jones Financial Companies held 64,998 shares of Paychex worth $5.96M as of Q1 2026.
  • Jones Financial Companies bought 45,141 Paychex shares in Q1 2026, an estimated $4.47M.
  • Paychex made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1010 holding.
  • Jones Financial Companies first reported a position in Paychex in Q2 2013 and has held it in 24 quarters since.
  • 1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.