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Regent Peak Wealth Advisors’s Paychex PAYX Stock Holding History

Regent Peak Wealth 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
2026
Q1 		– Sell
-1,857
Closed -$208K – 209
2025
Q4 		$208K Sell
1,857
-34
-2% -$3.98K 0.04% 182
2025
Q3 		$240K Buy
+1,891
New +$262K 0.05% 164
2025
Q1 		$303K Buy
1,965
+5
+0.3% +$735 0.07% 117
2024
Q4 		$275K Buy
1,960
+24
+1% +$3.41K 0.06% 132
2024
Q3 		$260K Buy
1,936
+1
+0.1% +$127 0.06% 139
2024
Q2 		$229K Sell
1,935
-6
-0.3% -$733 0.05% 145
2024
Q1 		$238K Buy
1,941
+12
+0.6% +$1.46K 0.06% 139
2023
Q4 		$230K Buy
1,929
+23
+1% +$2.73K 0.06% 138
2023
Q3 		$220K Buy
1,906
+18
+1% +$2.17K 0.07% 132
2023
Q2 		$211K Sell
1,888
-57
-3% -$6.23K 0.06% 144
2023
Q1 		$223K Sell
1,945
-109
-5% -$12.4K 0.07% 139
2022
Q4 		$237K Buy
2,054
+76
+4% +$8.89K 0.08% 137
2022
Q3 		$221K Buy
1,978
+12
+0.6% +$1.49K 0.08% 137
2022
Q2 		$223K Buy
1,966
+83
+4% +$10.4K 0.07% 142
2022
Q1 		$257K Buy
1,883
+29
+2% +$3.56K 0.07% 139
2021
Q4 		$253K Buy
1,854
+18
+1% +$2.23K 0.07% 146
2021
Q3 		$206K Buy
1,836
+8
+0.4% +$899 0.06% 161
2021
Q2 		$208K Buy
+1,828
New +$184K 0.06% 164
2021
Q1 		– Sell
-1,747
Closed -$163K – 732
2020
Q4 		$163K Sell
1,747
-781
-31% -$69.3K 0.05% 161
2020
Q3 		$202K Buy
+2,528
New +$190K 0.09% 125

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

Regent Peak Wealth Advisors's PAYX Position: Q1 2026 in Review

Regent Peak Wealth Advisors sold out of Paychex (PAYX) in Q1 2026, closing a stake of 1,857 shares — an estimated $208K sold.

Regent Peak Wealth Advisors first reported a position in PAYX in Q3 2020 and held it in 20 quarters. The position peaked at $303K in Q1 2025. 1,503 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Regent Peak Wealth Advisors reported no remaining Paychex position as of Q1 2026 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 1,857 Paychex shares in Q1 2026, an estimated $208K.
  • Regent Peak Wealth Advisors first reported a position in Paychex in Q3 2020 and held it in 20 quarters.
  • Regent Peak Wealth Advisors's Paychex position peaked at $303K in Q1 2025.
  • 1,503 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.