PSI Advisors’s Paychex PAYX Stock Holding History

PSI Advisors’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
2025 Q2	–	Sell	-10	Closed	-$1.54K	–	504
2025 Q1	$1.54K	Hold	10	–	–	﹤0.01%	619
2024 Q4	$1.4K	Hold	10	–	–	﹤0.01%	760
2024 Q3	$1.34K	Hold	10	–	–	﹤0.01%	769
2024 Q2	$1.19K	Hold	10	–	–	﹤0.01%	753
2024 Q1	$1.23K	Hold	10	–	–	﹤0.01%	692
2023 Q4	$1.19K	Hold	10	–	–	﹤0.01%	749
2023 Q3	$1.15K	Hold	10	–	–	﹤0.01%	723
2023 Q2	$1.12K	Hold	10	–	–	﹤0.01%	712
2023 Q1	$1.15K	Sell	10 -33	-77%	-$3.75K	﹤0.01%	654
2022 Q4	$4.97K	Hold	43	–	–	﹤0.01%	514
2022 Q3	$5K	Hold	43	–	–	﹤0.01%	528
2022 Q2	$5K	Hold	43	–	–	﹤0.01%	573
2022 Q1	$6K	Hold	43	–	–	﹤0.01%	539
2021 Q4	$6K	Buy	43 +10	+30%	+$1.24K	﹤0.01%	571
2021 Q3	$4K	Buy	+33	New	+$3.71K	﹤0.01%	607
2020 Q1	–	Sell	-64	Closed	-$5K	–	446
2019 Q4	$5K	Buy	+64	New	+$5.4K	﹤0.01%	552

Other funds holding PAYX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return