Position in PAYX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$316,524
+$13,910 QoQ
Shares Held
3,219
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,024
of 1,525 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PAYX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Phoenix Wealth Advisors holds $316,524 across 1 Software - Application name. PAYX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
This page
|
3,219 | $316,524 |
All Filings in PAYX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,524 | 3,219 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $302,614 | 3,285 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $381,748 | 3,403 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $449,490 | 3,546 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $520,455 | 3,578 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $549,699 | 3,563 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $476,327 | 3,397 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $457,722 | 3,411 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $452,780 | 3,819 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $456,693 | 3,719 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $442,731 | 3,717 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $426,605 | 3,699 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $404,521 | 3,616 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $426,733 | 3,724 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $2,428,493 | 21,015 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,456,613 | 21,893 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,620,262 | 23,011 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $3,168,014 | 23,214 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,318,178 | 24,309 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,908,181 | 25,862 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,771,988 | 25,834 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $2,435,012 | 24,842 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $2,279,089 | 24,459 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||