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Rialto Wealth Management’s Paychex PAYX Stock Holding History

Rialto Wealth Management’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 		$100K Buy
1,086
+36
+3% +$3.56K 0.02% 214
2025
Q4 		$118K Buy
1,050
+10
+1% +$1.17K 0.03% 192
2025
Q3 		$132K Sell
1,040
-6
-0.6% -$832 0.03% 177
2025
Q2 		$152K Sell
1,046
-1
-0.1% -$151 0.04% 165
2025
Q1 		$162K Buy
1,047
+12
+1% +$1.76K 0.05% 160
2024
Q4 		$145K Buy
+1,035
New +$147K 0.05% 169

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

Rialto Wealth Management's PAYX Position: Q1 2026 in Review

Rialto Wealth Management increased its Paychex (PAYX) stake by 3.4% in Q1 2026, buying an estimated $3.56K and bringing the position to 1,086 shares worth $100K. The position accounts for 0.02% of the portfolio, ranked #214.

Rialto Wealth Management first reported a position in PAYX in Q4 2024 and has held it in 6 quarters since. The position peaked at $162K in Q1 2025. 1,503 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Rialto Wealth Management held 1,086 shares of Paychex worth $100K as of Q1 2026.
  • Rialto Wealth Management bought 36 Paychex shares in Q1 2026, an estimated $3.56K.
  • Paychex made up 0.02% of Rialto Wealth Management's portfolio in Q1 2026, its #214 holding.
  • Rialto Wealth Management first reported a position in Paychex in Q4 2024 and has held it in 6 quarters since.
  • Rialto Wealth Management's Paychex position peaked at $162K in Q1 2025.
  • 1,503 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.