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Paychex shares owned by Peak Retirement Planning

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

Historical chart of Peak Retirement Planning investment in Paychex

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Paychex by Peak Retirement Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.0M 31k 98.33

More positions owned by Peak Retirement Planning

iShares 0-3 Month Treasury Bond ETF Exchange Traded Fund (SGOV)
Invesco QQQ Trust, Series 1 Exchange Traded Fund (QQQ)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
Vanguard FTSE Emerging Markets ETF Exchange Traded Fund (VWO)
State Street Health Care Select Sector SPDR ETF Exchange Traded Fund (XLV)
Vanguard Morningstar Small-Cap Growth ETF Exchange Traded Fund (VBK)
State Street Energy Select Sector SPDR ETF Exchange Traded Fund (XLE)
State Street Consumer Discretionary Select Sector SPDR ETF Exchange Traded Fund (XLY)
State Street Real Estate Select Sector SPDR ETF Exchange Traded Fund (XLRE)
State Street Communication Services Select Sector SPDR ETF Exchange Traded Fund (XLC)
Vanguard Morningstar Small-Cap Value ETF Exchange Traded Fund (VBR)
Vanguard Morningstar Value ETF Exchange Traded Fund (VTV)
Vanguard Morningstar Growth ETF Exchange Traded Fund (VUG)
Vanguard Morningstar Mid-Cap Value ETF Exchange Traded Fund (VOE)
Vanguard S&P 500 ETF Exchange Traded Fund (VOO)

View all positions for Peak Retirement Planning

Top funds holding Paychex

Capital Research and Management Company - Division 3
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Invesco
Charles Schwab Investment Management
Sixth Street Partners Management Company
Geode Capital Management
Federated Investors
Morgan Stanley
Goldman Sachs Group
Bank of America Corporation
Northern Trust
Wells Fargo & Company

View all funds holding Paychex