Castle Rock Wealth Management, LLC

Position in PAYX — Paychex Inc

CIK 1727605 WALNUT CREEK, CA

Position in PAYX

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,296,481

+$160,273 QoQ

Shares Held

13,185

+6.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#602

of 1,529 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Castle Rock Wealth Management, LLC holds $3,127,256 across 3 Software - Application names. PAYX ranks #1 (41.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PAYX	Paychex Inc This page	13,185	$1,296,481
2	ADP	Automatic Data Processing Inc	4,589	$1,027,706
3	YOU	Clear Secure, Inc.	14,410	$803,069

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,296,481	13,185	+6.9%	Shares	Sole	2026-07-08
2026-03-31	$1,136,208	12,334	—	Shares	Sole	2026-04-08
No filing history on record for this holder in this stock.