PAYX β€” PAYCHEX INC

Ownership history in First Affirmative Financial Network  Β·  6 quarters on record

AI Ownership Summary

First Affirmative Financial Network reported PAYCHEX INC (PAYX) in 6 quarterly 13F filings from 2023 Q4 through 2025 Q1. Peak portfolio weight reached 0.21% in 2024 Q2. The latest visible filing shows PAYX at 0.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PAYX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was First Affirmative Financial Network's position in PAYCHEX INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q1

PAYX was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How First Affirmative Financial Network held PAYX β€” position size vs. price
% of Fund (quarterly)    PAYX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 REDUCED 1,592 -316 -16.6% 0.15% $246K 2025-04-11 $141.75
2024 Q4 REDUCED 1,908 -119 -5.9% 0.15% $267K 2025-01-23 $138.90
2024 Q3 REDUCED 2,027 -583 -22.3% 0.15% $272K 2024-10-10 $132.78
2024 Q2 ADDED 2,610 +585 +28.9% 0.21% $309K 2024-07-10 $110.62
2024 Q1 ADDED 2,025 +6 +0.3% 0.18% $249K 2024-04-11 $116.54
2023 Q4 INITIATED 2,019 β€” β€” 0.19% $240K 2024-01-08 $111.26

FAQ About First Affirmative Financial Network and PAYX

These are the practical questions this page is built to answer before you even open the full history table.

How long has First Affirmative Financial Network reported owning PAYX?

First Affirmative Financial Network reported PAYX across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q1.

What was the largest reported PAYX position in First Affirmative Financial Network's portfolio?

The largest reported portfolio weight for PAYX was 0.21% in 2024 Q2.

What is the latest reported PAYX position on this page?

The most recent filing on this page is 2025 Q1, when First Affirmative Financial Network reported 1,592 shares, equal to 0.15% of portfolio, with an estimated market value of $246K.

What does the chart on this PAYX ownership page compare?

The chart compares First Affirmative Financial Network's quarterly PAYX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to First Affirmative Financial Network Holdings