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LifeSteps Financial’s Paychex PAYX Stock Holding History

LifeSteps Financial’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 		$10.3K Buy
+105
New +$9.94K ﹤0.01% 409
2024
Q2 		– Sell
-102
Closed -$12.5K – 311
2024
Q1 		$12.5K Buy
+102
New +$12.4K 0.01% 280

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

LifeSteps Financial's PAYX Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Paychex (PAYX) in Q2 2026: 105 shares worth $10.3K. The stake represents ﹤0.01% of the portfolio and ranks #409 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in PAYX as recently as Q1 2024.

LifeSteps Financial first reported a position in PAYX in Q1 2024 and has held it in 2 quarters since. The position peaked at $12.5K in Q1 2024. 1,532 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • LifeSteps Financial held 105 shares of Paychex worth $10.3K as of Q2 2026.
  • Paychex was a new LifeSteps Financial position in Q2 2026.
  • Paychex made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #409 holding.
  • LifeSteps Financial first reported a position in Paychex in Q1 2024 and has held it in 2 quarters since.
  • LifeSteps Financial's Paychex position peaked at $12.5K in Q1 2024.
  • 1,532 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.