Prospera Financial Services’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.98M | Buy |
40,458
+1,665
| +4% | +$158K | 0.06% | 333 |
|
|
2026
Q1 | $3.57M | Sell |
38,793
-486
| -1% | -$48.1K | 0.06% | 353 |
|
|
2025
Q4 | $4.41M | Buy |
39,279
+2,901
| +8% | +$340K | 0.07% | 268 |
|
|
2025
Q3 | $4.61M | Buy |
36,378
+2,068
| +6% | +$287K | 0.08% | 266 |
|
|
2025
Q2 | $4.99M | Sell |
34,310
-1,300
| -4% | -$196K | 0.09% | 227 |
|
|
2025
Q1 | $5.49M | Buy |
35,610
+87
| +0.2% | +$12.8K | 0.13% | 186 |
|
|
2024
Q4 | $4.98M | Buy |
35,523
+2,108
| +6% | +$299K | 0.12% | 194 |
|
|
2024
Q3 | $4.48M | Buy |
33,415
+736
| +2% | +$93.5K | 0.11% | 197 |
|
|
2024
Q2 | $3.87M | Buy |
32,679
+26
| +0.1% | +$3.18K | 0.11% | 205 |
|
|
2024
Q1 | $4.01M | Buy |
32,653
+88
| +0.3% | +$10.7K | 0.12% | 186 |
|
|
2023
Q4 | $3.88M | Sell |
32,565
-676
| -2% | -$80.1K | 0.13% | 184 |
|
|
2023
Q3 | $3.83M | Sell |
33,241
-284
| -0.8% | -$34.2K | 0.15% | 156 |
|
|
2023
Q2 | $3.75M | Buy |
33,525
+414
| +1% | +$45.3K | 0.14% | 160 |
|
|
2023
Q1 | $3.79M | Buy |
33,111
+6,863
| +26% | +$781K | 0.16% | 156 |
|
|
2022
Q4 | $3.03M | Sell |
26,248
-18,603
| -41% | -$2.18M | 0.15% | 162 |
|
|
2022
Q3 | $5.03M | Buy |
44,851
+602
| +1% | +$74.6K | 0.26% | 87 |
|
|
2022
Q2 | $5.04M | Buy |
44,249
+13,778
| +45% | +$1.73M | 0.26% | 85 |
|
|
2022
Q1 | $4.16M | Sell |
30,471
-87
| -0.3% | -$10.7K | 0.17% | 132 |
|
|
2021
Q4 | $4.17M | Buy |
30,558
+1,698
| +6% | +$210K | 0.18% | 130 |
|
|
2021
Q3 | $3.25M | Sell |
28,860
-38
| -0.1% | -$4.27K | 0.16% | 164 |
|
|
2021
Q2 | $3.1M | Buy |
28,898
+502
| +2% | +$50.5K | 0.16% | 174 |
|
|
2021
Q1 | $2.78M | Sell |
28,396
-4,361
| -13% | -$402K | 0.17% | 155 |
|
|
2020
Q4 | $3.05M | Buy |
32,757
+32,140
| +5,209% | +$2.85M | 0.21% | 112 |
|
|
2020
Q3 | $49K | Sell |
617
-31,415
| -98% | -$2.36M | 0.02% | 623 |
|
|
2020
Q2 | $2.43M | Buy |
32,032
+369
| +1% | +$25.6K | 0.21% | 114 |
|
|
2020
Q1 | $1.99M | Buy |
31,663
+1,780
| +6% | +$142K | 0.21% | 120 |
|
|
2019
Q4 | $2.54M | Buy |
29,883
+19,976
| +202% | +$1.69M | 0.2% | 126 |
|
|
2019
Q3 | $820K | Buy |
9,907
+839
| +9% | +$69.7K | 0.08% | 208 |
|
|
2019
Q2 | $762K | Buy |
+9,068
| New | +$765K | 0.09% | 210 |
|
|
2019
Q1 | – | Sell |
-3,966
| Closed | -$261K | – | 407 |
|
|
2018
Q4 | $261K | Buy |
+3,966
| New | +$269K | 0.05% | 315 |
|
Other funds holding PAYX
Prospera Financial Services's PAYX Position: Q2 2026 in Review
Prospera Financial Services increased its Paychex (PAYX) stake by 4.3% in Q2 2026, buying an estimated $158K and bringing the position to 40,458 shares worth $3.98M. The position accounts for 0.06% of the portfolio, ranked #333.
Prospera Financial Services first reported a position in PAYX in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.49M in Q1 2025. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.
- Prospera Financial Services held 40,458 shares of Paychex worth $3.98M as of Q2 2026.
- Prospera Financial Services bought 1,665 Paychex shares in Q2 2026, an estimated $158K.
- Paychex made up 0.06% of Prospera Financial Services's portfolio in Q2 2026, its #333 holding.
- Prospera Financial Services first reported a position in Paychex in Q4 2018 and has held it in 30 quarters since.
- Prospera Financial Services's Paychex position peaked at $5.49M in Q1 2025.
- 1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.
Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.