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Wood Tarver Financial Group’s Paychex PAYX Stock Holding History

Wood Tarver Financial Group’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 		$235K Sell
2,394
-54
-2% -$5.11K 0.06% 154
2026
Q1 		$225K Sell
2,448
-72
-3% -$7.12K 0.06% 143
2025
Q4 		$282K Hold
2,520
– – 0.08% 127
2025
Q3 		$319K Sell
2,520
-99
-4% -$13.7K 0.09% 121
2025
Q2 		$380K Hold
2,619
– – 0.11% 100
2025
Q1 		$404K Hold
2,619
– – 0.13% 92
2024
Q4 		$367K Buy
+2,619
New +$372K 0.12% 96

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 $3.38T AUM 44.17% 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

Wood Tarver Financial Group's PAYX Position: Q2 2026 in Review

Wood Tarver Financial Group reduced its Paychex (PAYX) stake by 2.2% in Q2 2026, selling an estimated $5.11K and leaving 2,394 shares worth $235K. The position accounts for 0.06% of the portfolio, ranked #154.

Wood Tarver Financial Group first reported a position in PAYX in Q4 2024 and has held it in 7 quarters since. The position peaked at $404K in Q1 2025. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Wood Tarver Financial Group held 2,394 shares of Paychex worth $235K as of Q2 2026.
  • Wood Tarver Financial Group sold 54 Paychex shares in Q2 2026, an estimated $5.11K.
  • Paychex made up 0.06% of Wood Tarver Financial Group's portfolio in Q2 2026, its #154 holding.
  • Wood Tarver Financial Group first reported a position in Paychex in Q4 2024 and has held it in 7 quarters since.
  • Wood Tarver Financial Group's Paychex position peaked at $404K in Q1 2025.
  • 1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.