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Quantum Financial Advisors’s Paychex PAYX Stock Holding History

Quantum Financial 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
Q3 		– Sell
-1,377
Closed -$200K – 207
2025
Q2 		$200K Hold
1,377
– – 0.03% 179
2025
Q1 		$212K Sell
1,377
-120
-8% -$17.6K 0.03% 165
2024
Q4 		$210K Hold
1,497
– – 0.03% 176
2024
Q3 		$201K Buy
+1,497
New +$190K 0.03% 186

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Quantum Financial Advisors's PAYX Position: Q3 2025 in Review

Quantum Financial Advisors sold out of Paychex (PAYX) in Q3 2025, closing a stake of 1,377 shares — an estimated $200K sold.

Quantum Financial Advisors first reported a position in PAYX in Q3 2024 and held it in 4 quarters. The position peaked at $212K in Q1 2025. 1,618 funds tracked by Wall St. Rank hold PAYX as of Q3 2025.

  • Quantum Financial Advisors reported no remaining Paychex position as of Q3 2025 after selling out during the quarter.
  • Quantum Financial Advisors sold 1,377 Paychex shares in Q3 2025, an estimated $200K.
  • Quantum Financial Advisors first reported a position in Paychex in Q3 2024 and held it in 4 quarters.
  • Quantum Financial Advisors's Paychex position peaked at $212K in Q1 2025.
  • 1,618 funds tracked by Wall St. Rank held Paychex as of Q3 2025.

Based on Quantum Financial Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.