SYM Financial Corp
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SYM Financial Corp’s Paychex PAYX Stock Holding History

SYM Financial Corp’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
Q3 		$340K Sell
3,447
-53
-2% -$6.13K 0.03% 256
2026
Q2 		$344K Buy
+3,500
New +$331K 0.03% 221
2018
Q4 		– Sell
-2,799
Closed -$206K – 93
2018
Q3 		$206K Buy
+2,799
New +$201K 0.12% 40

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Geode Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Guinness Asset Management
Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

SYM Financial Corp's PAYX Position: Q3 2026 in Review

SYM Financial Corp reduced its Paychex (PAYX) stake by 1.5% in Q3 2026, selling an estimated $6.13K and leaving 3,447 shares worth $340K. The position accounts for 0.03% of the portfolio, ranked #256.

SYM Financial Corp first reported a position in PAYX in Q3 2018 and has held it in 3 quarters since. The position peaked at $344K in Q2 2026. 893 funds tracked by Wall St. Rank hold PAYX as of Q3 2026.

  • SYM Financial Corp held 3,447 shares of Paychex worth $340K as of Q3 2026.
  • SYM Financial Corp sold 53 Paychex shares in Q3 2026, an estimated $6.13K.
  • Paychex made up 0.03% of SYM Financial Corp's portfolio in Q3 2026, its #256 holding.
  • SYM Financial Corp first reported a position in Paychex in Q3 2018 and has held it in 3 quarters since.
  • SYM Financial Corp's Paychex position peaked at $344K in Q2 2026.
  • 893 funds tracked by Wall St. Rank held Paychex as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.