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Kerr Financial Planning’s Paychex PAYX Stock Holding History

Kerr 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
2026
Q2 		$29.5K Buy
300
+3
+1% +$284 0.03% 235
2026
Q1 		$27K Buy
297
+5
+2% +$495 0.02% 241
2025
Q4 		$28.7K Buy
292
+2
+0.7% +$234 0.04% 237
2025
Q3 		$32.2K Buy
+290
New +$40.2K 0.05% 207

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 $3.37T AUM 44.26% 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

Kerr Financial Planning's PAYX Position: Q2 2026 in Review

Kerr Financial Planning increased its Paychex (PAYX) stake by 1% in Q2 2026, buying an estimated $284 and bringing the position to 300 shares worth $29.5K. The position accounts for 0.03% of the portfolio, ranked #235.

Kerr Financial Planning first reported a position in PAYX in Q3 2025 and has held it in 4 quarters since. The position peaked at $32.2K in Q3 2025. 1,524 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Kerr Financial Planning held 300 shares of Paychex worth $29.5K as of Q2 2026.
  • Kerr Financial Planning bought 3 Paychex shares in Q2 2026, an estimated $284.
  • Paychex made up 0.03% of Kerr Financial Planning's portfolio in Q2 2026, its #235 holding.
  • Kerr Financial Planning first reported a position in Paychex in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Paychex position peaked at $32.2K in Q3 2025.
  • 1,524 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.