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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
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principle Wealth Partners's PAYX Position: Q1 2026 in Review

Principle Wealth Partners held its Paychex (PAYX) position steady in Q1 2026 at 3,142 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #322.

Principle Wealth Partners first reported a position in PAYX in Q2 2020 and has held it in 5 quarters since. The position peaked at $457K in Q2 2025. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Principle Wealth Partners held 3,142 shares of Paychex worth $289K as of Q1 2026.
  • Principle Wealth Partners left its Paychex share count unchanged in Q1 2026.
  • Paychex made up 0.02% of Principle Wealth Partners's portfolio in Q1 2026, its #322 holding.
  • Principle Wealth Partners first reported a position in Paychex in Q2 2020 and has held it in 5 quarters since.
  • Principle Wealth Partners's Paychex position peaked at $457K in Q2 2025.
  • 1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.