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Root Financial Partners’s Paychex PAYX Stock Holding History

Root Financial Partners’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 		– Sell
-895
Closed -$82.4K – 2354
2026
Q1 		$82.4K Buy
895
+442
+98% +$43.7K ﹤0.01% 643
2025
Q4 		$50.8K Sell
453
-14
-3% -$1.64K ﹤0.01% 706
2025
Q3 		$59.1K Buy
+467
New +$64.8K ﹤0.01% 614

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

Root Financial Partners's PAYX Position: Q2 2026 in Review

Root Financial Partners sold out of Paychex (PAYX) in Q2 2026, closing a stake of 895 shares — an estimated $82.4K sold.

Root Financial Partners first reported a position in PAYX in Q3 2025 and held it in 3 quarters. The position peaked at $82.4K in Q1 2026. 1,532 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Root Financial Partners reported no remaining Paychex position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 895 Paychex shares in Q2 2026, an estimated $82.4K.
  • Root Financial Partners first reported a position in Paychex in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Paychex position peaked at $82.4K in Q1 2026.
  • 1,532 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.