Kapstone Financial Advisors’s Paychex PAYX Stock Holding History

Kapstone 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 Q1	$631K	Sell	6,845 -200	-3%	-$19.8K	0.31%	58
2025 Q4	$790K	Sell	7,045 -460	-6%	-$53.8K	0.39%	42
2025 Q3	$951K	Hold	7,505	–	–	0.45%	35
2025 Q2	$1.09M	Hold	7,505	–	–	0.54%	29
2025 Q1	$1.16M	Hold	7,505	–	–	0.66%	29
2024 Q4	$1.1M	Hold	7,505	–	–	0.59%	29
2024 Q3	$998K	Sell	7,505 -25	-0.3%	-$3.17K	0.61%	32
2024 Q2	$893K	Buy	7,530 +114	+2%	+$13.9K	0.59%	32
2024 Q1	$911K	Hold	7,416	–	–	0.62%	32
2023 Q4	$897K	Hold	7,416	–	–	0.7%	29
2023 Q3	$855K	Hold	7,416	–	–	0.77%	28
2023 Q2	$933K	Hold	7,416	–	–	0.77%	28
2023 Q1	$810K	Hold	7,416	–	–	0.73%	27
2022 Q4	$894K	Buy	+7,416	New	+$868K	0.81%	26

Other funds holding PAYX

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

Kapstone Financial Advisors's PAYX Position: Q1 2026 in Review

Kapstone Financial Advisors reduced its Paychex (PAYX) stake by 2.8% in Q1 2026, selling an estimated $19.8K and leaving 6,845 shares worth $631K. The position accounts for 0.31% of the portfolio, ranked #58.

Kapstone Financial Advisors first reported a position in PAYX in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.16M in Q1 2025. 1,503 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

Kapstone Financial Advisors held 6,845 shares of Paychex worth $631K as of Q1 2026.
Kapstone Financial Advisors sold 200 Paychex shares in Q1 2026, an estimated $19.8K.
Paychex made up 0.31% of Kapstone Financial Advisors's portfolio in Q1 2026, its #58 holding.
Kapstone Financial Advisors first reported a position in Paychex in Q4 2022 and has held it in 14 quarters since.
Kapstone Financial Advisors's Paychex position peaked at $1.16M in Q1 2025.
1,503 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.