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Paychex shares owned by Peak Financial Advisors

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

Historical chart of Peak Financial Advisors investment in Paychex

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Paychex by Peak Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 17k 126.76

More positions owned by Peak Financial Advisors

Tcw Etf Trust Flexible Income (FLXR)
World Gold Tr Spdr Gld Minis (GLDM)
Simplify Exchange Traded Fun Managed Futures (CTA)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Ishares Tr Jpmorgan Usd Emg (EMB)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Ishares Tr Msci India Etf (INDA)
Costco Wholesale Corporation (COST)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Amazon (AMZN)
Ishares Tr Expanded Tech (IGV)
Netflix (NFLX)
American Express Company (AXP)
Oracle Corporation (ORCL)
Wal-Mart Stores (WMT)

View all positions for Peak Financial Advisors

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