Beacon Financial Strategies’s Paychex PAYX Stock Holding History

Beacon Financial Strategies’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	$291K	Hold	2,958	–	–	0.14%	38
2026 Q1	$272K	Hold	2,958	–	–	0.15%	32
2025 Q4	$332K	Hold	2,958	–	–	0.19%	28
2025 Q3	$375K	Hold	2,958	–	–	0.22%	23
2025 Q2	$430K	Hold	2,958	–	–	0.27%	23
2025 Q1	$456K	Hold	2,958	–	–	0.31%	19
2024 Q4	$415K	Hold	2,958	–	–	0.28%	20
2024 Q3	$397K	Hold	2,958	–	–	0.27%	22
2024 Q2	$351K	Hold	2,958	–	–	0.25%	24
2024 Q1	$363K	Hold	2,958	–	–	0.26%	23
2023 Q4	$352K	Hold	2,958	–	–	0.27%	23
2023 Q3	$341K	Hold	2,958	–	–	0.29%	21
2023 Q2	$331K	Buy	2,958 +37	+1%	+$4.05K	0.27%	29
2023 Q1	$335K	Hold	2,921	–	–	0.29%	26
2022 Q4	$338K	Hold	2,921	–	–	0.31%	29
2022 Q3	$328K	Hold	2,921	–	–	0.31%	24
2022 Q2	$333K	Hold	2,921	–	–	0.31%	27
2022 Q1	$399K	Sell	2,921 -22	-0.7%	-$2.7K	0.34%	21
2021 Q4	$402K	Buy	2,943 +22	+0.8%	+$2.72K	0.34%	23
2021 Q3	$328K	Hold	2,921	–	–	0.3%	22
2021 Q2	$313K	Buy	+2,921	New	+$294K	0.27%	25

Other funds holding PAYX

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Beacon Financial Strategies held its Paychex (PAYX) position steady in Q2 2026 at 2,958 shares worth $291K. The position accounts for 0.14% of the portfolio, ranked #38.

Beacon Financial Strategies first reported a position in PAYX in Q2 2021 and has held it in 21 quarters since. The position peaked at $456K in Q1 2025. 485 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Beacon Financial Strategies held 2,958 shares of Paychex worth $291K as of Q2 2026.
Beacon Financial Strategies left its Paychex share count unchanged in Q2 2026.
Paychex made up 0.14% of Beacon Financial Strategies's portfolio in Q2 2026, its #38 holding.
Beacon Financial Strategies first reported a position in Paychex in Q2 2021 and has held it in 21 quarters since.
Beacon Financial Strategies's Paychex position peaked at $456K in Q1 2025.
485 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.