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Okabena Investment Services’s Paychex PAYX Stock Holding History

Okabena Investment 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
2026
Q2 		$292K Hold
2,970
– – 0.05% 129
2026
Q1 		$274K Sell
2,970
-534
-15% -$52.8K 0.05% 137
2025
Q4 		$393K Hold
3,504
– – 0.08% 124
2025
Q3 		$444K Buy
3,504
+4
+0.1% +$555 0.09% 119
2025
Q2 		$509K Hold
3,500
– – 0.11% 100
2025
Q1 		$540K Buy
+3,500
New +$515K 0.14% 96

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 $3.38T AUM 44.17% 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

Okabena Investment Services's PAYX Position: Q2 2026 in Review

Okabena Investment Services held its Paychex (PAYX) position steady in Q2 2026 at 2,970 shares worth $292K. The position accounts for 0.05% of the portfolio, ranked #129.

Okabena Investment Services first reported a position in PAYX in Q1 2025 and has held it in 6 quarters since. The position peaked at $540K in Q1 2025. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Okabena Investment Services held 2,970 shares of Paychex worth $292K as of Q2 2026.
  • Okabena Investment Services left its Paychex share count unchanged in Q2 2026.
  • Paychex made up 0.05% of Okabena Investment Services's portfolio in Q2 2026, its #129 holding.
  • Okabena Investment Services first reported a position in Paychex in Q1 2025 and has held it in 6 quarters since.
  • Okabena Investment Services's Paychex position peaked at $540K in Q1 2025.
  • 1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.