Stephens Consulting’s Paychex PAYX Stock Holding History

Stephens Consulting’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	$225	Buy	+2	New	+$234	﹤0.01%	452
2025 Q3	–	Sell	-141	Closed	-$20.5K	–	943
2025 Q2	$20.5K	Sell	141 -18	-11%	-$2.71K	﹤0.01%	261
2025 Q1	$24.5K	Buy	159 +7	+5%	+$1.03K	0.01%	245
2024 Q4	$21.3K	Buy	+152	New	+$21.6K	0.01%	275
2024 Q3	–	Sell	-59	Closed	-$7K	–	614
2024 Q2	$7K	Buy	59 +33	+127%	+$4.03K	﹤0.01%	376
2024 Q1	$3.19K	Hold	26	–	–	﹤0.01%	399
2023 Q4	$3.1K	Hold	26	–	–	﹤0.01%	406
2023 Q3	$3K	Hold	26	–	–	﹤0.01%	410
2023 Q2	$2.91K	Sell	26 -18	-41%	-$1.97K	﹤0.01%	423
2023 Q1	$5.04K	Hold	44	–	–	﹤0.01%	386
2022 Q4	$5.08K	Hold	44	–	–	﹤0.01%	368
2022 Q3	$4.94K	Hold	44	–	–	﹤0.01%	407
2022 Q2	$5.01K	Hold	44	–	–	﹤0.01%	400
2022 Q1	$6K	Hold	44	–	–	﹤0.01%	414
2021 Q4	$6.01K	Buy	+44	New	+$5.44K	0.01%	461

Other funds holding PAYX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stephens Consulting's PAYX Position: Q4 2025 in Review

Stephens Consulting opened a new position in Paychex (PAYX) in Q4 2025: 2 shares worth $225. The stake represents ﹤0.01% of the portfolio and ranks #452 among its holdings. This is a return to the name: Stephens Consulting previously reported a position in PAYX as recently as Q2 2025.

Stephens Consulting first reported a position in PAYX in Q4 2021 and has held it in 15 quarters since. The position peaked at $24.5K in Q1 2025. 1,589 funds tracked by Wall St. Rank hold PAYX as of Q4 2025.

Stephens Consulting held 2 shares of Paychex worth $225 as of Q4 2025.
Paychex was a new Stephens Consulting position in Q4 2025.
Paychex made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #452 holding.
Stephens Consulting first reported a position in Paychex in Q4 2021 and has held it in 15 quarters since.
Stephens Consulting's Paychex position peaked at $24.5K in Q1 2025.
1,589 funds tracked by Wall St. Rank held Paychex as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.