KJWM
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Kiley Juergens Wealth Management’s Paychex PAYX Stock Holding History

Kiley Juergens Wealth 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 		$315K Hold
3,200
– – 0.05% 191
2026
Q1 		$295K Buy
+3,200
New +$317K 0.05% 184
2018
Q4 		– Sell
-1,096
Closed -$80K – 464
2018
Q3 		$80K Buy
1,096
+878
+403% +$63.1K 0.06% 180
2018
Q2 		$14K Buy
+218
New +$14.1K 0.01% 395
2018
Q1 		– Sell
-218
Closed -$14K – 447
2017
Q4 		$14K Buy
+218
New +$14.3K 0.01% 416

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

Kiley Juergens Wealth Management's PAYX Position: Q2 2026 in Review

Kiley Juergens Wealth Management held its Paychex (PAYX) position steady in Q2 2026 at 3,200 shares worth $315K. The position accounts for 0.05% of the portfolio, ranked #191.

Kiley Juergens Wealth Management first reported a position in PAYX in Q4 2017 and has held it in 5 quarters since. 1,526 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Kiley Juergens Wealth Management held 3,200 shares of Paychex worth $315K as of Q2 2026.
  • Kiley Juergens Wealth Management left its Paychex share count unchanged in Q2 2026.
  • Paychex made up 0.05% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #191 holding.
  • Kiley Juergens Wealth Management first reported a position in Paychex in Q4 2017 and has held it in 5 quarters since.
  • 1,526 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.