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Summit Financial’s Paychex PAYX Stock Holding History

Summit Financial’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 		$1.04M Buy
11,252
+872
+8% +$86.3K 0.01% 766
2025
Q4 		$1.16M Sell
10,380
-667
-6% -$78.1K 0.02% 615
2025
Q3 		$1.4M Buy
11,047
+155
+1% +$21.5K 0.02% 560
2025
Q2 		$1.58M Buy
10,892
+4,240
+64% +$638K 0.04% 333
2025
Q1 		$1.03M Buy
6,652
+712
+12% +$105K 0.03% 371
2024
Q4 		$833K Buy
5,940
+754
+15% +$107K 0.03% 352
2024
Q3 		$696K Sell
5,186
-696
-12% -$88.4K 0.03% 319
2024
Q2 		$697K Buy
5,882
+1,486
+34% +$182K 0.03% 276
2024
Q1 		$540K Buy
4,396
+143
+3% +$17.4K 0.03% 242
2023
Q4 		$507K Sell
4,253
-188
-4% -$22.3K 0.03% 244
2023
Q3 		$512K Buy
4,441
+22
+0.5% +$2.65K 0.04% 235
2023
Q2 		$494K Buy
+4,419
New +$483K 0.04% 223

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

Summit Financial's PAYX Position: Q1 2026 in Review

Summit Financial increased its Paychex (PAYX) stake by 8.4% in Q1 2026, buying an estimated $86.3K and bringing the position to 11,252 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #766.

Summit Financial first reported a position in PAYX in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.58M in Q2 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Summit Financial held 11,252 shares of Paychex worth $1.04M as of Q1 2026.
  • Summit Financial bought 872 Paychex shares in Q1 2026, an estimated $86.3K.
  • Paychex made up 0.01% of Summit Financial's portfolio in Q1 2026, its #766 holding.
  • Summit Financial first reported a position in Paychex in Q2 2023 and has held it in 12 quarters since.
  • Summit Financial's Paychex position peaked at $1.58M in Q2 2025.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.