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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
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Sun Financial's PAYX Position: Q1 2026 in Review

Sun Financial reduced its Paychex (PAYX) stake by 3% in Q1 2026, selling an estimated $9.3K and leaving 2,988 shares worth $265K. The position accounts for 0.13% of the portfolio, ranked #142.

Sun Financial first reported a position in PAYX in Q4 2025 and has held it in 2 quarters since. The position peaked at $346K in Q4 2025. 1,509 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Sun Financial held 2,988 shares of Paychex worth $265K as of Q1 2026.
  • Sun Financial sold 94 Paychex shares in Q1 2026, an estimated $9.3K.
  • Paychex made up 0.13% of Sun Financial's portfolio in Q1 2026, its #142 holding.
  • Sun Financial first reported a position in Paychex in Q4 2025 and has held it in 2 quarters since.
  • Sun Financial's Paychex position peaked at $346K in Q4 2025.
  • 1,509 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

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