Sun Financial’s Paychex PAYX Stock Holding History

Sun 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 Q2	$349K	Sell	2,879 -109	-4%	-$10.3K	0.16%	115
2026 Q1	$265K	Sell	2,988 -94	-3%	-$9.3K	0.13%	142
2025 Q4	$346K	Buy	+3,082	New	+$361K	0.19%	116

Other funds holding PAYX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Sun Financial's PAYX Position: Q2 2026 in Review

Sun Financial reduced its Paychex (PAYX) stake by 3.6% in Q2 2026, selling an estimated $10.3K and leaving 2,879 shares worth $349K. The position accounts for 0.16% of the portfolio, ranked #115.

Sun Financial first reported a position in PAYX in Q4 2025 and has held it in 3 quarters since. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Sun Financial held 2,879 shares of Paychex worth $349K as of Q2 2026.
Sun Financial sold 109 Paychex shares in Q2 2026, an estimated $10.3K.
Paychex made up 0.16% of Sun Financial's portfolio in Q2 2026, its #115 holding.
Sun Financial first reported a position in Paychex in Q4 2025 and has held it in 3 quarters since.
1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Sun Financial's 13F filing for Q2 2026, filed 12 Aug 2026.