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Kingsview Wealth Management’s Paychex PAYX Stock Holding History

Kingsview 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
2019
Q4 		– Sell
-200
Closed -$1K – 517
2019
Q3 		$1K Hold
200
– – ﹤0.01% 437
2019
Q2 		$1K Buy
200
+100
+100% +$8.43K ﹤0.01% 448
2019
Q1 		$1K Buy
+100
New +$7.37K ﹤0.01% 479
2018
Q4 		– Sell
-200
Closed -$2K – 435
2018
Q3 		$2K Buy
+200
New +$14.4K ﹤0.01% 374

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

Kingsview Wealth Management's PAYX Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Paychex (PAYX) stake by 52% in Q1 2026, selling an estimated $3.21M and leaving 29,945 shares worth $2.76M. The position accounts for 0.04% of the portfolio, ranked #446.

Kingsview Wealth Management first reported a position in PAYX in Q4 2017 and has held it in 34 quarters since. The position peaked at $9.74M in Q1 2025. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Kingsview Wealth Management held 29,945 shares of Paychex worth $2.76M as of Q1 2026.
  • Kingsview Wealth Management sold 32,402 Paychex shares in Q1 2026, an estimated $3.21M.
  • Paychex made up 0.04% of Kingsview Wealth Management's portfolio in Q1 2026, its #446 holding.
  • Kingsview Wealth Management first reported a position in Paychex in Q4 2017 and has held it in 34 quarters since.
  • Kingsview Wealth Management's Paychex position peaked at $9.74M in Q1 2025.
  • 1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.