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Seneca Financial Advisors’s Paychex PAYX Stock Holding History

Seneca Financial 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
Q1 		$211K Sell
2,291
-12
-0.5% -$1.19K 0.06% 61
2025
Q4 		$258K Buy
2,303
+6
+0.3% +$702 0.08% 50
2025
Q3 		$291K Buy
2,297
+6
+0.3% +$832 0.1% 46
2025
Q2 		$333K Sell
2,291
-148
-6% -$22.3K 0.13% 42
2025
Q1 		$376K Buy
2,439
+4
+0.2% +$588 0.18% 40
2024
Q4 		$341K Buy
2,435
+5
+0.2% +$710 0.17% 38
2024
Q3 		$326K Buy
2,430
+5
+0.2% +$635 0.16% 40
2024
Q2 		$288K Sell
2,425
-3,195
-57% -$390K 0.15% 47
2024
Q1 		$690K Buy
5,620
+5
+0.1% +$607 0.37% 35
2023
Q4 		$669K Sell
5,615
-74
-1% -$8.77K 0.39% 34
2023
Q3 		$656K Buy
5,689
+5
+0.1% +$603 0.45% 31
2023
Q2 		$636K Buy
5,684
+5
+0.1% +$547 0.42% 33
2023
Q1 		$651K Buy
5,679
+5
+0.1% +$569 0.42% 33
2022
Q4 		$656K Buy
5,674
+4
+0.1% +$468 0.41% 28
2022
Q3 		$636K Sell
5,670
-64
-1% -$7.93K 0.46% 31
2022
Q2 		$653K Sell
5,734
-145
-2% -$18.2K 0.44% 30
2022
Q1 		$802K Sell
5,879
-108
-2% -$13.3K 0.49% 28
2021
Q4 		$817K Buy
5,987
+4
+0.1% +$494 0.48% 27
2021
Q3 		$673K Sell
5,983
-97
-2% -$10.9K 0.45% 25
2021
Q2 		$652K Buy
6,080
+178
+3% +$17.9K 0.43% 25
2021
Q1 		$578K Buy
5,902
+154
+3% +$14.2K 0.41% 26
2020
Q4 		$536K Buy
+5,748
New +$510K 0.41% 28

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

Seneca Financial Advisors's PAYX Position: Q1 2026 in Review

Seneca Financial Advisors reduced its Paychex (PAYX) stake by 0.52% in Q1 2026, selling an estimated $1.19K and leaving 2,291 shares worth $211K. The position accounts for 0.06% of the portfolio, ranked #61.

Seneca Financial Advisors first reported a position in PAYX in Q4 2020 and has held it in 22 quarters since. The position peaked at $817K in Q4 2021. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Seneca Financial Advisors held 2,291 shares of Paychex worth $211K as of Q1 2026.
  • Seneca Financial Advisors sold 12 Paychex shares in Q1 2026, an estimated $1.19K.
  • Paychex made up 0.06% of Seneca Financial Advisors's portfolio in Q1 2026, its #61 holding.
  • Seneca Financial Advisors first reported a position in Paychex in Q4 2020 and has held it in 22 quarters since.
  • Seneca Financial Advisors's Paychex position peaked at $817K in Q4 2021.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Seneca Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.