PlanVest Financial’s Paychex PAYX Stock Holding History

PlanVest Financial’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	$122K	Buy	1,240 +1	+0.1%	+$95	0.08%	139
2026 Q1	$114K	Buy	+1,239	New	+$123K	0.09%	127

Other funds holding PAYX

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

PlanVest Financial's PAYX Position: Q2 2026 in Review

PlanVest Financial increased its Paychex (PAYX) stake by 0.08% in Q2 2026, buying an estimated $95 and bringing the position to 1,240 shares worth $122K. The position accounts for 0.08% of the portfolio, ranked #139.

PlanVest Financial first reported a position in PAYX in Q1 2026 and has held it in 2 quarters since. 1,457 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

PlanVest Financial held 1,240 shares of Paychex worth $122K as of Q2 2026.
PlanVest Financial bought 1 Paychex share in Q2 2026, an estimated $95.
Paychex made up 0.08% of PlanVest Financial's portfolio in Q2 2026, its #139 holding.
PlanVest Financial first reported a position in Paychex in Q1 2026 and has held it in 2 quarters since.
1,457 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.