ZF
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Zhang Financial’s Paychex PAYX Stock Holding History

Zhang Financial’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
Q3 		– Sell
-1,666
Closed -$242K – 321
2025
Q2 		$242K Hold
1,666
– – 0.01% 263
2025
Q1 		$257K Sell
1,666
-43
-3% -$6.32K 0.01% 262
2024
Q4 		$240K Buy
1,709
+46
+3% +$6.53K 0.01% 262
2024
Q3 		$223K Sell
1,663
-27
-2% -$3.43K 0.01% 259
2024
Q2 		$200K Sell
1,690
-983
-37% -$120K 0.01% 264
2024
Q1 		$328K Hold
2,673
– – 0.02% 216
2023
Q4 		$318K Buy
2,673
+122
+5% +$14.5K 0.03% 212
2023
Q3 		$294K Buy
2,551
+18
+0.7% +$2.17K 0.03% 202
2023
Q2 		$283K Hold
2,533
– – 0.03% 202
2023
Q1 		$290K Hold
2,533
– – 0.03% 191
2022
Q4 		$293K Sell
2,533
-7
-0.3% -$819 0.04% 186
2022
Q3 		$285K Buy
2,540
+42
+2% +$5.21K 0.04% 181
2022
Q2 		$284K Sell
2,498
-1,516
-38% -$190K 0.05% 182
2022
Q1 		$548K Buy
4,014
+2,007
+100% +$246K 0.09% 125
2021
Q4 		$274K Buy
+2,007
New +$248K 0.05% 171

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Zhang Financial's PAYX Position: Q3 2025 in Review

Zhang Financial sold out of Paychex (PAYX) in Q3 2025, closing a stake of 1,666 shares — an estimated $242K sold.

Zhang Financial first reported a position in PAYX in Q4 2021 and held it in 15 quarters. The position peaked at $548K in Q1 2022. 1,618 funds tracked by Wall St. Rank hold PAYX as of Q3 2025.

  • Zhang Financial reported no remaining Paychex position as of Q3 2025 after selling out during the quarter.
  • Zhang Financial sold 1,666 Paychex shares in Q3 2025, an estimated $242K.
  • Zhang Financial first reported a position in Paychex in Q4 2021 and held it in 15 quarters.
  • Zhang Financial's Paychex position peaked at $548K in Q1 2022.
  • 1,618 funds tracked by Wall St. Rank held Paychex as of Q3 2025.

Based on Zhang Financial's 13F filing for Q3 2025, filed 10 Nov 2025.