Premier Path Wealth Partners’s Paychex PAYX Stock Holding History

Premier Path Wealth Partners’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 Q3	$277K	Buy	+2,813	New	+$325K	0.03%	338
2026 Q1	–	Sell	-2,245	Closed	-$252K	–	408
2025 Q4	$252K	Sell	2,245 -1,661	-43%	-$194K	0.03%	354
2025 Q3	$495K	Sell	3,906 -477	-11%	-$66.2K	0.06%	263
2025 Q2	$637K	Buy	4,383 +239	+6%	+$36K	0.09%	222
2025 Q1	$639K	Buy	4,144 +519	+14%	+$76.3K	0.1%	203
2024 Q4	$508K	Buy	3,625 +101	+3%	+$14.3K	0.08%	234
2024 Q3	$473K	Sell	3,524 -37	-1%	-$4.7K	0.07%	237
2024 Q2	$422K	Buy	3,561 +1,205	+51%	+$147K	0.07%	251
2024 Q1	$289K	Sell	2,356 -3	-0.1%	-$364	0.05%	280
2023 Q4	$281K	Buy	+2,359	New	+$279K	0.06%	271

Other funds holding PAYX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Premier Path Wealth Partners's PAYX Position: Q3 2026 in Review

Premier Path Wealth Partners opened a new position in Paychex (PAYX) in Q3 2026: 2,813 shares worth $277K. The stake represents 0.03% of the portfolio and ranks #338 among its holdings. This is a return to the name: Premier Path Wealth Partners previously reported a position in PAYX as recently as Q4 2025.

Premier Path Wealth Partners first reported a position in PAYX in Q4 2023 and has held it in 10 quarters since. The position peaked at $639K in Q1 2025. 957 funds tracked by Wall St. Rank hold PAYX as of Q3 2026.

Premier Path Wealth Partners held 2,813 shares of Paychex worth $277K as of Q3 2026.
Paychex was a new Premier Path Wealth Partners position in Q3 2026.
Paychex made up 0.03% of Premier Path Wealth Partners's portfolio in Q3 2026, its #338 holding.
Premier Path Wealth Partners first reported a position in Paychex in Q4 2023 and has held it in 10 quarters since.
Premier Path Wealth Partners's Paychex position peaked at $639K in Q1 2025.
957 funds tracked by Wall St. Rank held Paychex as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.