Next Level Wealth Planning’s Paychex PAYX Stock Holding History

Next Level Wealth Planning’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 Q3	$14.8K	Buy	+150	New	+$17.4K	0.01%	299

Other funds holding PAYX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Next Level Wealth Planning's PAYX Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Paychex (PAYX) in Q3 2026: 150 shares worth $14.8K. The stake represents 0.01% of the portfolio and ranks #299 among its holdings.

883 funds tracked by Wall St. Rank hold PAYX as of Q3 2026.

Next Level Wealth Planning held 150 shares of Paychex worth $14.8K as of Q3 2026.
Paychex was a new Next Level Wealth Planning position in Q3 2026.
Paychex made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #299 holding.
883 funds tracked by Wall St. Rank held Paychex as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.