KFP
PAYX icon

Keener Financial Planning’s Paychex PAYX Stock Holding History

Keener Financial Planning’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
Q4 		– Sell
-69
Closed -$8K – 151
2025
Q3 		$8K Hold
69
– – ﹤0.01% 164
2025
Q2 		$10K Hold
69
– – 0.01% 159
2025
Q1 		$10K Hold
69
– – 0.01% 122
2024
Q4 		$9K Hold
69
– – 0.01% 136
2024
Q3 		$9K Hold
69
– – 0.01% 135
2024
Q2 		$8K Sell
69
-58
-46% -$7.09K 0.01% 141
2024
Q1 		$16K Buy
+127
New +$15.4K 0.01% 135

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Keener Financial Planning's PAYX Position: Q4 2025 in Review

Keener Financial Planning sold out of Paychex (PAYX) in Q4 2025, closing a stake of 69 shares — an estimated $8K sold.

Keener Financial Planning first reported a position in PAYX in Q1 2024 and held it in 7 quarters. The position peaked at $16K in Q1 2024. 1,591 funds tracked by Wall St. Rank hold PAYX as of Q4 2025.

  • Keener Financial Planning reported no remaining Paychex position as of Q4 2025 after selling out during the quarter.
  • Keener Financial Planning sold 69 Paychex shares in Q4 2025, an estimated $8K.
  • Keener Financial Planning first reported a position in Paychex in Q1 2024 and held it in 7 quarters.
  • Keener Financial Planning's Paychex position peaked at $16K in Q1 2024.
  • 1,591 funds tracked by Wall St. Rank held Paychex as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.