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Paychex shares owned by PDS Planning

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

Historical chart of PDS Planning investment in Paychex

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Paychex by PDS Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $215k 1.5k 140.22
2024-09-30 $204k 1.5k 134.19

More positions owned by PDS Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Specialized Funds Div App Etf (VIG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Global Reit Etf (REET)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Apple (AAPL)
Abbvie (ABBV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for PDS Planning

Top funds holding Paychex

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

View all funds holding Paychex