Peak Financial Advisors’s Paychex PAYX Stock Holding History

Peak Financial Advisors’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 Q4	–	Sell	-16,987	Closed	-$2.15M	–	93
2025 Q3	$2.15M	Buy	+16,987	New	+$2.36M	1.03%	31

Other funds holding PAYX

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Peak Financial Advisors's PAYX Position: Q4 2025 in Review

Peak Financial Advisors sold out of Paychex (PAYX) in Q4 2025, closing a stake of 16,987 shares — an estimated $2.15M sold.

Peak Financial Advisors first reported a position in PAYX in Q3 2025 and held it in 1 quarter. The position peaked at $2.15M in Q3 2025. 1,588 funds tracked by Wall St. Rank hold PAYX as of Q4 2025.

Peak Financial Advisors reported no remaining Paychex position as of Q4 2025 after selling out during the quarter.
Peak Financial Advisors sold 16,987 Paychex shares in Q4 2025, an estimated $2.15M.
Peak Financial Advisors first reported a position in Paychex in Q3 2025 and held it in 1 quarter.
Peak Financial Advisors's Paychex position peaked at $2.15M in Q3 2025.
1,588 funds tracked by Wall St. Rank held Paychex as of Q4 2025.

Based on Peak Financial Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.