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Paychex shares owned by Heritage Financial Services

Quarter-by-quarter ownership of Paychex (PAYX) shares owned by Heritage Financial Services from 13F filings

Historical chart of Heritage Financial Services investment in Paychex

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All positions including Paychex held by Heritage Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Paychex by Heritage Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $499k 3.9k 126.76
2025-06-30 $572k 3.9k 145.46
2025-03-31 $607k 3.9k 154.28
2022-06-30 $26k 232 112.07

More positions owned by Heritage Financial Services

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
J P Morgan Exchange Traded F Income Etf (JPIE)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Sustainabilty (DFSU)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust International (DFSI)
Microsoft Corporation (MSFT)

View all positions for Heritage Financial Services

Top funds holding Paychex

Vanguard Group
BlackRock
Capital Research and Management Company - Division 3
State Street Corporation
Charles Schwab Investment Management
Geode Capital Management
Wells Fargo & Company
Bank of New York Mellon
Morgan Stanley
Northern Trust
Select Equity
Invesco
Dimensional Fund Advisors
UBS Group
Ubs Global Asset Management Americas

View all funds holding Paychex