Principle Wealth Partners’s Paychex PAYX Stock Holding History

Principle 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 Q2	$309K	Hold	3,142	–	–	0.02%	323
2026 Q1	$289K	Hold	3,142	–	–	0.02%	322
2025 Q4	$352K	Buy	3,142 +1	+0%	+$117	0.02%	292
2025 Q3	$398K	Hold	3,141	–	–	0.02%	263
2025 Q2	$457K	Buy	+3,141	New	+$473K	0.03%	239
2020 Q3	–	Sell	-1,258	Closed	-$95K	–	350
2020 Q2	$95K	Buy	+1,258	New	+$87.2K	0.03%	217

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 $3.38T AUM 44.17% 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

Principle Wealth Partners's PAYX Position: Q2 2026 in Review

Principle Wealth Partners held its Paychex (PAYX) position steady in Q2 2026 at 3,142 shares worth $309K. The position accounts for 0.02% of the portfolio, ranked #323.

Principle Wealth Partners first reported a position in PAYX in Q2 2020 and has held it in 6 quarters since. The position peaked at $457K in Q2 2025. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Principle Wealth Partners held 3,142 shares of Paychex worth $309K as of Q2 2026.
Principle Wealth Partners left its Paychex share count unchanged in Q2 2026.
Paychex made up 0.02% of Principle Wealth Partners's portfolio in Q2 2026, its #323 holding.
Principle Wealth Partners first reported a position in Paychex in Q2 2020 and has held it in 6 quarters since.
Principle Wealth Partners's Paychex position peaked at $457K in Q2 2025.
1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.