PRP
PAYX icon

Peak Retirement Planning’s Paychex PAYX Stock Holding History

Peak Retirement 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
Q2 		$3.05M Buy
+30,974
New +$2.93M 0.48% 66

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 $3.37T AUM 44.26% 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

Peak Retirement Planning's PAYX Position: Q2 2026 in Review

Peak Retirement Planning opened a new position in Paychex (PAYX) in Q2 2026: 30,974 shares worth $3.05M. The stake represents 0.48% of the portfolio and ranks #66 among its holdings.

1,519 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Peak Retirement Planning held 30,974 shares of Paychex worth $3.05M as of Q2 2026.
  • Paychex was a new Peak Retirement Planning position in Q2 2026.
  • Paychex made up 0.48% of Peak Retirement Planning's portfolio in Q2 2026, its #66 holding.
  • 1,519 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.