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Sunrise Financial Services’s Paychex PAYX Stock Holding History

Sunrise Financial Services’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 		$3.44K Hold
35
– – ﹤0.01% 323
2026
Q1 		$3.22K Hold
35
– – ﹤0.01% 330
2025
Q4 		$3.93K Buy
+35
New +$4.1K ﹤0.01% 274

Other funds holding PAYX

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Sunrise Financial Services's PAYX Position: Q2 2026 in Review

Sunrise Financial Services held its Paychex (PAYX) position steady in Q2 2026 at 35 shares worth $3.44K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

Sunrise Financial Services first reported a position in PAYX in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.93K in Q4 2025. 1,528 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Sunrise Financial Services held 35 shares of Paychex worth $3.44K as of Q2 2026.
  • Sunrise Financial Services left its Paychex share count unchanged in Q2 2026.
  • Paychex made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #323 holding.
  • Sunrise Financial Services first reported a position in Paychex in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Paychex position peaked at $3.93K in Q4 2025.
  • 1,528 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

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