Sendero Wealth Management’s Paychex PAYX Stock Holding History

Sendero 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 Q2	$313K	Buy	3,188 +29	+0.9%	+$2.74K	0.03%	184
2026 Q1	$291K	Buy	3,159 +17	+0.5%	+$1.68K	0.03%	180
2025 Q4	$352K	Hold	3,142	–	–	0.04%	175
2025 Q3	$398K	Hold	3,142	–	–	0.05%	158
2025 Q2	$457K	Hold	3,142	–	–	0.06%	150
2025 Q1	$485K	Hold	3,142	–	–	0.07%	139
2024 Q4	$441K	Hold	3,142	–	–	0.07%	136
2024 Q3	$422K	Hold	3,142	–	–	0.07%	132
2024 Q2	$373K	Hold	3,142	–	–	0.06%	133
2024 Q1	$386K	Hold	3,142	–	–	0.07%	133
2023 Q4	$374K	Hold	3,142	–	–	0.07%	133
2023 Q3	$362K	Hold	3,142	–	–	0.08%	129
2023 Q2	$351K	Buy	+3,142	New	+$344K	0.08%	126

Other funds holding PAYX

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Sendero Wealth Management's PAYX Position: Q2 2026 in Review

Sendero Wealth Management increased its Paychex (PAYX) stake by 0.92% in Q2 2026, buying an estimated $2.74K and bringing the position to 3,188 shares worth $313K. The position accounts for 0.03% of the portfolio, ranked #184.

Sendero Wealth Management first reported a position in PAYX in Q2 2023 and has held it in 13 quarters since. The position peaked at $485K in Q1 2025. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Sendero Wealth Management held 3,188 shares of Paychex worth $313K as of Q2 2026.
Sendero Wealth Management bought 29 Paychex shares in Q2 2026, an estimated $2.74K.
Paychex made up 0.03% of Sendero Wealth Management's portfolio in Q2 2026, its #184 holding.
Sendero Wealth Management first reported a position in Paychex in Q2 2023 and has held it in 13 quarters since.
Sendero Wealth Management's Paychex position peaked at $485K in Q1 2025.
1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.