Root Financial Partners
PAYX icon

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
Q3 		$178K Buy
+1,803
New +$209K 0.01% 491
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Guinness Asset Management
Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Root Financial Partners's PAYX Position: Q3 2026 in Review

Root Financial Partners opened a new position in Paychex (PAYX) in Q3 2026: 1,803 shares worth $178K. The stake represents 0.01% of the portfolio and ranks #491 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PAYX as recently as Q1 2026.

Root Financial Partners first reported a position in PAYX in Q3 2025 and has held it in 4 quarters since. 883 funds tracked by Wall St. Rank hold PAYX as of Q3 2026.

  • Root Financial Partners held 1,803 shares of Paychex worth $178K as of Q3 2026.
  • Paychex was a new Root Financial Partners position in Q3 2026.
  • Paychex made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #491 holding.
  • Root Financial Partners first reported a position in Paychex in Q3 2025 and has held it in 4 quarters since.
  • 883 funds tracked by Wall St. Rank held Paychex as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.