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Resurgent Financial Advisors’s Paychex PAYX Stock Holding History

Resurgent 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
2026
Q2 		$221K Buy
+2,243
New +$212K 0.06% 280
2024
Q1 		– Sell
-493
Closed -$58.7K – 398
2023
Q4 		$58.7K Buy
493
+40
+9% +$4.74K 0.04% 306
2023
Q3 		$52.2K Buy
453
+24
+6% +$2.89K 0.04% 319
2023
Q2 		$48K Hold
429
– – 0.03% 339
2023
Q1 		$49.2K Sell
429
-10
-2% -$1.14K 0.03% 329
2022
Q4 		$50.7K Buy
+439
New +$51.4K 0.03% 419

Other funds holding PAYX

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Resurgent Financial Advisors's PAYX Position: Q2 2026 in Review

Resurgent Financial Advisors opened a new position in Paychex (PAYX) in Q2 2026: 2,243 shares worth $221K. The stake represents 0.06% of the portfolio and ranks #280 among its holdings. This is a return to the name: Resurgent Financial Advisors previously reported a position in PAYX as recently as Q4 2023.

Resurgent Financial Advisors first reported a position in PAYX in Q4 2022 and has held it in 6 quarters since. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Resurgent Financial Advisors held 2,243 shares of Paychex worth $221K as of Q2 2026.
  • Paychex was a new Resurgent Financial Advisors position in Q2 2026.
  • Paychex made up 0.06% of Resurgent Financial Advisors's portfolio in Q2 2026, its #280 holding.
  • Resurgent Financial Advisors first reported a position in Paychex in Q4 2022 and has held it in 6 quarters since.
  • 1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.