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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 $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

Kingsview Wealth Management's PAYX Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Paychex (PAYX) stake by 1.7% in Q2 2026, selling an estimated $49.1K and leaving 29,426 shares worth $2.89M. The position accounts for 0.04% of the portfolio, ranked #476.

Kingsview Wealth Management first reported a position in PAYX in Q4 2017 and has held it in 35 quarters since. The position peaked at $9.74M in Q1 2025. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Kingsview Wealth Management held 29,426 shares of Paychex worth $2.89M as of Q2 2026.
  • Kingsview Wealth Management sold 519 Paychex shares in Q2 2026, an estimated $49.1K.
  • Paychex made up 0.04% of Kingsview Wealth Management's portfolio in Q2 2026, its #476 holding.
  • Kingsview Wealth Management first reported a position in Paychex in Q4 2017 and has held it in 35 quarters since.
  • Kingsview Wealth Management's Paychex position peaked at $9.74M in Q1 2025.
  • 1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.