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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
Q2 		$2.43M Buy
24,710
+6,171
+33% +$584K 0.05% 120
2026
Q1 		$1.71M Buy
+18,539
New +$1.83M 0.03% 151
2025
Q3 		– Sell
-6,169
Closed -$897K – 659
2025
Q2 		$897K Buy
6,169
+622
+11% +$93.6K 0.03% 204
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 $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 $3.38T 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
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

Kestra Investment Management's PAYX Position: Q2 2026 in Review

Kestra Investment Management increased its Paychex (PAYX) stake by 33% in Q2 2026, buying an estimated $584K and bringing the position to 24,710 shares worth $2.43M. The position accounts for 0.05% of the portfolio, ranked #120.

Kestra Investment Management first reported a position in PAYX in Q3 2024 and has held it in 6 quarters since. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Kestra Investment Management held 24,710 shares of Paychex worth $2.43M as of Q2 2026.
  • Kestra Investment Management bought 6,171 Paychex shares in Q2 2026, an estimated $584K.
  • Paychex made up 0.05% of Kestra Investment Management's portfolio in Q2 2026, its #120 holding.
  • Kestra Investment Management first reported a position in Paychex in Q3 2024 and has held it in 6 quarters since.
  • 1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.