Key Financial Inc’s Paychex PAYX Stock Holding History

Key Financial Inc’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	$272K	Hold	2,768	–	–	0.04%	261
2026 Q1	$255K	Hold	2,768	–	–	0.05%	257
2025 Q4	$311K	Sell	2,768 -445	-14%	-$52.1K	0.06%	234
2025 Q3	$398K	Sell	3,213 -8	-0.2%	-$1.11K	0.07%	198
2025 Q2	$469K	Hold	3,221	–	–	0.09%	173
2025 Q1	$497K	Hold	3,221	–	–	0.11%	159
2024 Q4	$452K	Hold	3,221	–	–	0.1%	158
2024 Q3	$432K	Buy	3,221 +8	+0.2%	+$1.02K	0.1%	170
2024 Q2	$381K	Hold	3,213	–	–	0.09%	168
2024 Q1	$395K	Hold	3,213	–	–	0.1%	162
2023 Q4	$383K	Hold	3,213	–	–	0.1%	154
2023 Q3	$371K	Hold	3,213	–	–	0.12%	140
2023 Q2	$359K	Hold	3,213	–	–	0.12%	144
2023 Q1	$368K	Hold	3,213	–	–	0.13%	133
2022 Q4	$361K	Hold	3,213	–	–	0.17%	113
2022 Q3	$361K	Buy	3,213 +58	+2%	+$7.19K	0.17%	115
2022 Q2	$367K	Hold	3,155	–	–	0.2%	99
2022 Q1	$431K	Hold	3,155	–	–	0.21%	86
2021 Q4	$431K	Hold	3,155	–	–	0.22%	87
2021 Q3	$355K	Buy	3,155 +5	+0.2%	+$562	0.2%	99
2021 Q2	$359K	Buy	3,150 +132	+4%	+$13.3K	0.2%	98
2021 Q1	$296K	Sell	3,018 -5,743	-66%	-$529K	0.2%	104
2020 Q4	$816K	Hold	8,761	–	–	0.61%	30
2020 Q3	$699K	Hold	8,761	–	–	0.72%	34
2020 Q2	$646K	Buy	8,761 +70	+0.8%	+$4.85K	0.74%	33
2020 Q1	$560K	Hold	8,691	–	–	0.57%	34
2019 Q4	$739K	Buy	+8,691	New	+$733K	0.69%	34

Other funds holding PAYX

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Key Financial Inc's PAYX Position: Q2 2026 in Review

Key Financial Inc held its Paychex (PAYX) position steady in Q2 2026 at 2,768 shares worth $272K. The position accounts for 0.04% of the portfolio, ranked #261.

Key Financial Inc first reported a position in PAYX in Q4 2019 and has held it in 27 quarters since. The position peaked at $816K in Q4 2020. 1,526 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Key Financial Inc held 2,768 shares of Paychex worth $272K as of Q2 2026.
Key Financial Inc left its Paychex share count unchanged in Q2 2026.
Paychex made up 0.04% of Key Financial Inc's portfolio in Q2 2026, its #261 holding.
Key Financial Inc first reported a position in Paychex in Q4 2019 and has held it in 27 quarters since.
Key Financial Inc's Paychex position peaked at $816K in Q4 2020.
1,526 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.