TWM
PAYX icon

TRB Wealth Management’s Paychex PAYX Stock Holding History

TRB Wealth Management’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 		$327K Buy
+3,321
New +$314K 0.04% 200

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

TRB Wealth Management's PAYX Position: Q2 2026 in Review

TRB Wealth Management opened a new position in Paychex (PAYX) in Q2 2026: 3,321 shares worth $327K. The stake represents 0.04% of the portfolio and ranks #200 among its holdings.

1,518 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • TRB Wealth Management held 3,321 shares of Paychex worth $327K as of Q2 2026.
  • Paychex was a new TRB Wealth Management position in Q2 2026.
  • Paychex made up 0.04% of TRB Wealth Management's portfolio in Q2 2026, its #200 holding.
  • 1,518 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.