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Legacy Financial Advisors’s Paychex PAYX Stock Holding History

Legacy Financial Advisors’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 		$208K Buy
+2,116
New +$200K 0.03% 417
2025
Q2 		– Sell
-4,619
Closed -$713K – 393
2025
Q1 		$713K Sell
4,619
-25
-0.5% -$3.68K 0.12% 148
2024
Q4 		$651K Sell
4,644
-274
-6% -$38.9K 0.11% 162
2024
Q3 		$660K Sell
4,918
-289
-6% -$36.7K 0.11% 159
2024
Q2 		$617K Buy
5,207
+47
+0.9% +$5.74K 0.11% 156
2024
Q1 		$634K Buy
5,160
+98
+2% +$11.9K 0.11% 148
2023
Q4 		$603K Buy
5,062
+279
+6% +$33.1K 0.12% 139
2023
Q3 		$552K Sell
4,783
-45
-0.9% -$5.42K 0.11% 123
2023
Q2 		$540K Buy
4,828
+461
+11% +$50.4K 0.1% 129
2023
Q1 		$500K Sell
4,367
-718
-14% -$81.7K 0.1% 128
2022
Q4 		$588K Buy
5,085
+117
+2% +$13.7K 0.13% 98
2022
Q3 		$557K Buy
4,968
+191
+4% +$23.7K 0.13% 86
2022
Q2 		$544K Buy
4,777
+592
+14% +$74.4K 0.14% 82
2022
Q1 		$571K Sell
4,185
-190
-4% -$23.3K 0.13% 88
2021
Q4 		$597K Buy
4,375
+229
+6% +$28.3K 0.14% 74
2021
Q3 		$466K Buy
4,146
+94
+2% +$10.6K 0.11% 85
2021
Q2 		$435K Buy
4,052
+629
+18% +$63.3K 0.11% 84
2021
Q1 		$336K Buy
3,423
+429
+14% +$39.5K 0.09% 92
2020
Q4 		$279K Buy
2,994
+388
+15% +$34.5K 0.08% 103
2020
Q3 		$208K Buy
+2,606
New +$196K 0.06% 122
2019
Q2 		– Sell
-661
Closed -$53K – 677
2019
Q1 		$53K Buy
661
+17
+3% +$1.25K 0.02% 269
2018
Q4 		$42K Buy
644
+378
+142% +$25.6K 0.02% 272
2018
Q3 		$19K Hold
266
– – 0.01% 380
2018
Q2 		$19K Hold
266
– – 0.01% 394
2018
Q1 		$16K Hold
266
– – 0.01% 394
2017
Q4 		$18K Buy
+266
New +$17.5K 0.01% 380

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

Legacy Financial Advisors's PAYX Position: Q2 2026 in Review

Legacy Financial Advisors opened a new position in Paychex (PAYX) in Q2 2026: 2,116 shares worth $208K. The stake represents 0.03% of the portfolio and ranks #417 among its holdings. This is a return to the name: Legacy Financial Advisors previously reported a position in PAYX as recently as Q1 2025.

Legacy Financial Advisors first reported a position in PAYX in Q4 2017 and has held it in 26 quarters since. The position peaked at $713K in Q1 2025. 1,530 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Legacy Financial Advisors held 2,116 shares of Paychex worth $208K as of Q2 2026.
  • Paychex was a new Legacy Financial Advisors position in Q2 2026.
  • Paychex made up 0.03% of Legacy Financial Advisors's portfolio in Q2 2026, its #417 holding.
  • Legacy Financial Advisors first reported a position in Paychex in Q4 2017 and has held it in 26 quarters since.
  • Legacy Financial Advisors's Paychex position peaked at $713K in Q1 2025.
  • 1,530 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.