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Kestra Investment Management’s Paychex PAYX Stock Holding History

Kestra Investment Management’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 		$1.71M Buy
+18,539
New +$1.83M 0.03% 151
2025
Q3 		– Sell
-11,716
Closed -$1.75M – 842
2025
Q2 		$1.75M Buy
11,716
+6,169
+111% +$929K 0.03% 208
2025
Q1 		$856K Sell
5,547
-1,041
-16% -$153K 0.03% 192
2024
Q4 		$924K Buy
6,588
+2,115
+47% +$300K 0.04% 147
2024
Q3 		$600K Buy
+4,473
New +$568K 0.03% 183

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

Kestra Investment Management's PAYX Position: Q1 2026 in Review

Kestra Investment Management opened a new position in Paychex (PAYX) in Q1 2026: 18,539 shares worth $1.71M. The stake represents 0.03% of the portfolio and ranks #151 among its holdings. This is a return to the name: Kestra Investment Management previously reported a position in PAYX as recently as Q2 2025.

Kestra Investment Management first reported a position in PAYX in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.75M in Q2 2025. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Kestra Investment Management held 18,539 shares of Paychex worth $1.71M as of Q1 2026.
  • Paychex was a new Kestra Investment Management position in Q1 2026.
  • Paychex made up 0.03% of Kestra Investment Management's portfolio in Q1 2026, its #151 holding.
  • Kestra Investment Management first reported a position in Paychex in Q3 2024 and has held it in 5 quarters since.
  • Kestra Investment Management's Paychex position peaked at $1.75M in Q2 2025.
  • 1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.