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Paychex shares owned by Joule Financial

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

Historical chart of Joule Financial investment in Paychex

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

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Quarterly reported holdings in Paychex by Joule Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $214k 1.7k 126.76
2025-06-30 $271k 1.9k 145.46
2025-03-31 $216k 1.4k 154.28

More positions owned by Joule Financial

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard World Inf Tech Etf (VGT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Paysign (PAYS)
Vanguard World Comm Srvc Etf (VOX)
Vanguard World Consum Stp Etf (VDC)

View all positions for Joule Financial

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