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Paychex shares owned by Kapstone Financial Advisors

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

Historical chart of Kapstone Financial Advisors investment in Paychex

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Paychex by Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $911k 7.4k 122.80
2023-09-30 $855k 7.4k 115.33
2023-06-30 $933k 7.4k 125.81
2023-03-31 $810k 7.4k 109.25
2022-12-31 $894k 7.4k 120.60

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Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
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Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr S&p 500 Grwt Etf (IVW)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Kapstone Financial Advisors

Top funds holding Paychex

Vanguard Group
BlackRock
Bank of New York Mellon
Wells Fargo & Company
Charles Schwab Investment Management
Geode Capital Management
Bank of America Corporation
Morgan Stanley
Northern Trust
Legal & General Group
Envestnet Asset Management
Fil
UBS Group
Royal Bank of Canada
Goldman Sachs Group

View all funds holding Paychex