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Summit Trail Advisors’s Paychex PAYX Stock Holding History

Summit Trail 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 		$3.37M Buy
36,585
+18,819
+106% +$1.86M 0.05% 260
2025
Q4 		$1.99M Sell
17,766
-338
-2% -$39.6K 0.03% 407
2025
Q3 		$2.29M Buy
18,104
+4,684
+35% +$650K 0.03% 378
2025
Q2 		$1.95M Buy
+13,420
New +$2.02M 0.03% 273
2024
Q4 		– Sell
-8,505
Closed -$1.14M – 654
2024
Q3 		$1.14M Buy
8,505
+2,914
+52% +$370K 0.03% 243
2024
Q2 		$663K Buy
5,591
+269
+5% +$32.9K 0.02% 314
2024
Q1 		$653K Buy
5,322
+325
+7% +$39.4K 0.02% 285
2023
Q4 		$595K Sell
4,997
-332
-6% -$39.3K 0.02% 254
2023
Q3 		$615K Buy
5,329
+351
+7% +$42.3K 0.02% 234
2023
Q2 		$557K Buy
4,978
+621
+14% +$67.9K 0.02% 246
2023
Q1 		$499K Buy
4,357
+194
+5% +$22.1K 0.02% 218
2022
Q4 		$481K Sell
4,163
-438
-10% -$51.3K 0.02% 192
2022
Q3 		$516K Buy
4,601
+270
+6% +$33.5K 0.03% 175
2022
Q2 		$493K Sell
4,331
-1,425
-25% -$179K 0.03% 189
2022
Q1 		$786K Buy
+5,756
New +$707K 0.06% 121
2018
Q1 		– Sell
-673
Closed -$46K – 1302
2017
Q4 		$46K Buy
+673
New +$44.2K 0.01% 840

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 Trail Advisors's PAYX Position: Q1 2026 in Review

Summit Trail Advisors increased its Paychex (PAYX) stake by 106% in Q1 2026, buying an estimated $1.86M and bringing the position to 36,585 shares worth $3.37M. The position accounts for 0.05% of the portfolio, ranked #260.

Summit Trail Advisors first reported a position in PAYX in Q4 2017 and has held it in 16 quarters since. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Summit Trail Advisors held 36,585 shares of Paychex worth $3.37M as of Q1 2026.
  • Summit Trail Advisors bought 18,819 Paychex shares in Q1 2026, an estimated $1.86M.
  • Paychex made up 0.05% of Summit Trail Advisors's portfolio in Q1 2026, its #260 holding.
  • Summit Trail Advisors first reported a position in Paychex in Q4 2017 and has held it in 16 quarters since.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.