Madrona Financial Services’s Paychex PAYX Stock Holding History

Madrona Financial Services’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
2025 Q3	–	Sell	-1,549	Closed	-$225K	–	123
2025 Q2	$225K	Sell	1,549 -42	-3%	-$6.32K	0.05%	100
2025 Q1	$245K	Buy	1,591 +44	+3%	+$6.47K	0.07%	92
2024 Q4	$217K	Buy	1,547 +11	+0.7%	+$1.56K	0.06%	102
2024 Q3	$206K	Buy	+1,536	New	+$195K	0.06%	104
2024 Q2	–	Sell	-1,636	Closed	-$201K	–	107
2024 Q1	$201K	Buy	+1,636	New	+$199K	0.07%	94
2022 Q2	–	Sell	-1,537	Closed	-$215K	–	83
2022 Q1	$215K	Hold	1,537	–	–	0.11%	75
2021 Q4	$210K	Buy	+1,537	New	+$190K	0.09%	73

Other funds holding PAYX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Madrona Financial Services's PAYX Position: Q3 2025 in Review

Madrona Financial Services sold out of Paychex (PAYX) in Q3 2025, closing a stake of 1,549 shares — an estimated $225K sold.

Madrona Financial Services first reported a position in PAYX in Q4 2021 and held it in 7 quarters. The position peaked at $245K in Q1 2025. 1,618 funds tracked by Wall St. Rank hold PAYX as of Q3 2025.

Madrona Financial Services reported no remaining Paychex position as of Q3 2025 after selling out during the quarter.
Madrona Financial Services sold 1,549 Paychex shares in Q3 2025, an estimated $225K.
Madrona Financial Services first reported a position in Paychex in Q4 2021 and held it in 7 quarters.
Madrona Financial Services's Paychex position peaked at $245K in Q1 2025.
1,618 funds tracked by Wall St. Rank held Paychex as of Q3 2025.

Based on Madrona Financial Services's 13F filing for Q3 2025, filed 22 Oct 2025.