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Souders Financial Advisors’s Paychex PAYX Stock Holding History

Souders 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
2025
Q4 		– Sell
-1,753
Closed -$222K – 217
2025
Q3 		$222K Sell
1,753
-361
-17% -$50.1K 0.03% 191
2025
Q2 		$308K Buy
2,114
+436
+26% +$65.6K 0.04% 164
2025
Q1 		$259K Buy
+1,678
New +$247K 0.04% 162

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Souders Financial Advisors's PAYX Position: Q4 2025 in Review

Souders Financial Advisors sold out of Paychex (PAYX) in Q4 2025, closing a stake of 1,753 shares — an estimated $222K sold.

Souders Financial Advisors first reported a position in PAYX in Q1 2025 and held it in 3 quarters. The position peaked at $308K in Q2 2025. 1,591 funds tracked by Wall St. Rank hold PAYX as of Q4 2025.

  • Souders Financial Advisors reported no remaining Paychex position as of Q4 2025 after selling out during the quarter.
  • Souders Financial Advisors sold 1,753 Paychex shares in Q4 2025, an estimated $222K.
  • Souders Financial Advisors first reported a position in Paychex in Q1 2025 and held it in 3 quarters.
  • Souders Financial Advisors's Paychex position peaked at $308K in Q2 2025.
  • 1,591 funds tracked by Wall St. Rank held Paychex as of Q4 2025.

Based on Souders Financial Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.