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Planning Strategies Inc.’s Paychex PAYX Stock Holding History

Planning Strategies Inc.’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 		$5.51K Buy
+56
New +$5.3K ﹤0.01% 406

Other funds holding PAYX

GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
MCI
McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Planning Strategies Inc.'s PAYX Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Paychex (PAYX) in Q2 2026: 56 shares worth $5.51K. The stake represents ﹤0.01% of the portfolio and ranks #406 among its holdings.

596 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Planning Strategies Inc. held 56 shares of Paychex worth $5.51K as of Q2 2026.
  • Paychex was a new Planning Strategies Inc. position in Q2 2026.
  • Paychex made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #406 holding.
  • 596 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.