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Roehl & Yi Investment Advisors’s Paychex PAYX Stock Holding History

Roehl & Yi Investment 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 		$872K Buy
8,870
+5,149
+138% +$487K 0.29% 76
2026
Q1 		$343K Buy
3,721
+212
+6% +$21K 0.13% 127
2025
Q4 		$394K Sell
3,509
-94
-3% -$11K 0.16% 111
2025
Q3 		$457K Sell
3,603
-125
-3% -$17.3K 0.2% 98
2025
Q2 		$542K Buy
3,728
+9
+0.2% +$1.35K 0.28% 82
2025
Q1 		$574K Buy
3,719
+6
+0.2% +$882 0.31% 77
2024
Q4 		$521K Buy
+3,713
New +$527K 0.29% 81

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 $3.37T AUM 44.26% 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

Roehl & Yi Investment Advisors's PAYX Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its Paychex (PAYX) stake by 138% in Q2 2026, buying an estimated $487K and bringing the position to 8,870 shares worth $872K. The position accounts for 0.29% of the portfolio, ranked #76.

Roehl & Yi Investment Advisors first reported a position in PAYX in Q4 2024 and has held it in 7 quarters since. 1,527 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Roehl & Yi Investment Advisors held 8,870 shares of Paychex worth $872K as of Q2 2026.
  • Roehl & Yi Investment Advisors bought 5,149 Paychex shares in Q2 2026, an estimated $487K.
  • Paychex made up 0.29% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #76 holding.
  • Roehl & Yi Investment Advisors first reported a position in Paychex in Q4 2024 and has held it in 7 quarters since.
  • 1,527 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.