Northeast Financial Consultants’s Paychex PAYX Stock Holding History

Northeast Financial Consultants’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 Q2	$291K	Hold	2,000	–	–	0.01%	251
2025 Q1	$309K	Hold	2,000	–	–	0.01%	237
2024 Q4	$280K	Hold	2,000	–	–	0.01%	246
2024 Q3	$268K	Hold	2,000	–	–	0.01%	244
2024 Q2	$237K	Sell	2,000 -1,000	-33%	-$122K	0.01%	252
2024 Q1	$368K	Hold	3,000	–	–	0.02%	221
2023 Q4	$357K	Hold	3,000	–	–	0.02%	220
2023 Q3	$346K	Hold	3,000	–	–	0.02%	210
2023 Q2	$336K	Hold	3,000	–	–	0.02%	218
2023 Q1	$344K	Hold	3,000	–	–	0.02%	233
2022 Q4	$347K	Hold	3,000	–	–	0.02%	225
2022 Q3	$337K	Hold	3,000	–	–	0.02%	247
2022 Q2	$342K	Sell	3,000 -1,491	-33%	-$187K	0.02%	241
2022 Q1	$613K	Buy	4,491 +1,491	+50%	+$183K	0.04%	200
2021 Q4	$410K	Hold	3,000	–	–	0.02%	247
2021 Q3	$337K	Hold	3,000	–	–	0.02%	268
2021 Q2	$322K	Hold	3,000	–	–	0.02%	274
2021 Q1	$294K	Hold	3,000	–	–	0.02%	278
2020 Q4	$280K	Hold	3,000	–	–	0.02%	267
2020 Q3	$239K	Hold	3,000	–	–	0.02%	262
2020 Q2	$227K	Sell	3,000 -4,200	-58%	-$291K	0.02%	254
2020 Q1	$453K	Hold	7,200	–	–	0.05%	167
2019 Q4	$612K	Sell	7,200 -1,449	-17%	-$122K	0.05%	167
2019 Q3	$716K	Hold	8,649	–	–	0.07%	151
2019 Q2	$712K	Hold	8,649	–	–	0.07%	157
2019 Q1	$694K	Buy	+8,649	New	+$638K	0.08%	152

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

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

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Northeast Financial Consultants's PAYX Position: Q2 2025 in Review

Northeast Financial Consultants held its Paychex (PAYX) position steady in Q2 2025 at 2,000 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #251.

Northeast Financial Consultants first reported a position in PAYX in Q1 2019 and has held it in 26 quarters since. The position peaked at $716K in Q3 2019. 1,673 funds tracked by Wall St. Rank hold PAYX as of Q2 2025.

Northeast Financial Consultants held 2,000 shares of Paychex worth $291K as of Q2 2025.
Northeast Financial Consultants left its Paychex share count unchanged in Q2 2025.
Paychex made up 0.01% of Northeast Financial Consultants's portfolio in Q2 2025, its #251 holding.
Northeast Financial Consultants first reported a position in Paychex in Q1 2019 and has held it in 26 quarters since.
Northeast Financial Consultants's Paychex position peaked at $716K in Q3 2019.
1,673 funds tracked by Wall St. Rank held Paychex as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.