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Beacon Financial Advisory’s Paychex PAYX Stock Holding History

Beacon Financial Advisory’s Portfolio PAYX Stock Details PAYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$687K Buy
6,990
+351
+5% +$33.2K 0.14% 191
2026
Q1 		$612K Buy
6,639
+180
+3% +$17.8K 0.14% 192
2025
Q4 		$725K Sell
6,459
-28
-0.4% -$3.28K 0.17% 159
2025
Q3 		$822K Sell
6,487
-21
-0.3% -$2.91K 0.19% 146
2025
Q2 		$947K Buy
6,508
+23
+0.4% +$3.46K 0.24% 111
2025
Q1 		$1M Buy
6,485
+30
+0.5% +$4.41K 0.3% 94
2024
Q4 		$905K Buy
6,455
+418
+7% +$59.4K 0.29% 94
2024
Q3 		$810K Sell
6,037
-96
-2% -$12.2K 0.28% 101
2024
Q2 		$727K Buy
6,133
+611
+11% +$74.7K 0.27% 110
2024
Q1 		$678K Buy
+5,522
New +$670K 0.33% 95
2021
Q4 		– Sell
-6,623
Closed -$745K – 252
2021
Q3 		$745K Buy
6,623
+1
+0% +$112 0.39% 79
2021
Q2 		$711K Sell
6,622
-498
-7% -$50.1K 0.38% 86
2021
Q1 		$698K Buy
7,120
+1,901
+36% +$175K 0.4% 89
2020
Q4 		$486K Sell
5,219
-166
-3% -$14.7K 0.32% 100
2020
Q3 		$429K Buy
+5,385
New +$404K 0.37% 92

Other funds holding PAYX

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Beacon Financial Advisory's PAYX Position: Q2 2026 in Review

Beacon Financial Advisory increased its Paychex (PAYX) stake by 5.3% in Q2 2026, buying an estimated $33.2K and bringing the position to 6,990 shares worth $687K. The position accounts for 0.14% of the portfolio, ranked #191.

Beacon Financial Advisory first reported a position in PAYX in Q3 2020 and has held it in 15 quarters since. The position peaked at $1M in Q1 2025. 1,534 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Beacon Financial Advisory held 6,990 shares of Paychex worth $687K as of Q2 2026.
  • Beacon Financial Advisory bought 351 Paychex shares in Q2 2026, an estimated $33.2K.
  • Paychex made up 0.14% of Beacon Financial Advisory's portfolio in Q2 2026, its #191 holding.
  • Beacon Financial Advisory first reported a position in Paychex in Q3 2020 and has held it in 15 quarters since.
  • Beacon Financial Advisory's Paychex position peaked at $1M in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.