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Trifecta Capital Advisors’s Paychex PAYX Stock Holding History

Trifecta Capital Advisors’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
2025
Q4 		– Sell
-19
Closed -$2.41K – 398
2025
Q3 		$2.41K Hold
19
– – ﹤0.01% 321
2025
Q2 		$2.76K Hold
19
– – ﹤0.01% 312
2025
Q1 		$2.93K Hold
19
– – ﹤0.01% 271
2024
Q4 		$2.67K Hold
19
– – ﹤0.01% 275
2024
Q3 		$2.55K Sell
19
-146
-88% -$18.5K ﹤0.01% 287
2024
Q2 		$19.6K Buy
165
+146
+768% +$17.8K ﹤0.01% 192
2024
Q1 		$2.33K Hold
19
– – ﹤0.01% 290
2023
Q4 		$2.26K Hold
19
– – ﹤0.01% 313
2023
Q3 		$2.19K Hold
19
– – ﹤0.01% 297
2023
Q2 		$2.13K Hold
19
– – ﹤0.01% 298
2023
Q1 		$2.18K Hold
19
– – ﹤0.01% 293
2022
Q4 		$2.2K Buy
+19
New +$2.22K ﹤0.01% 287

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Trifecta Capital Advisors's PAYX Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Paychex (PAYX) in Q4 2025, closing a stake of 19 shares — an estimated $2.41K sold.

Trifecta Capital Advisors first reported a position in PAYX in Q4 2022 and held it in 12 quarters. The position peaked at $19.6K in Q2 2024. 1,590 funds tracked by Wall St. Rank hold PAYX as of Q4 2025.

  • Trifecta Capital Advisors reported no remaining Paychex position as of Q4 2025 after selling out during the quarter.
  • Trifecta Capital Advisors sold 19 Paychex shares in Q4 2025, an estimated $2.41K.
  • Trifecta Capital Advisors first reported a position in Paychex in Q4 2022 and held it in 12 quarters.
  • Trifecta Capital Advisors's Paychex position peaked at $19.6K in Q2 2024.
  • 1,590 funds tracked by Wall St. Rank held Paychex as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.