TPWA
PAYX icon

Twin Peaks Wealth Advisors’s Paychex PAYX Stock Holding History

Twin Peaks Wealth 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
2026
Q1 		$44.8K Buy
+486
New +$48.1K 0.01% 459
2025
Q3 		– Sell
-147
Closed -$19.8K – 1518
2025
Q2 		$19.8K Buy
+147
New +$22.1K 0.01% 609

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Twin Peaks Wealth Advisors's PAYX Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Paychex (PAYX) in Q1 2026: 486 shares worth $44.8K. The stake represents 0.01% of the portfolio and ranks #459 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in PAYX as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in PAYX in Q2 2025 and has held it in 2 quarters since. 1,503 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Twin Peaks Wealth Advisors held 486 shares of Paychex worth $44.8K as of Q1 2026.
  • Paychex was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Paychex made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #459 holding.
  • Twin Peaks Wealth Advisors first reported a position in Paychex in Q2 2025 and has held it in 2 quarters since.
  • 1,503 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.