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Beacon Pointe Advisors’s Paychex PAYX Stock Holding History

Beacon Pointe Advisors’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
Q1 		$1.23M Buy
13,323
+2,957
+29% +$293K 0.01% 919
2025
Q4 		$1.16M Buy
10,366
+2,900
+39% +$339K 0.01% 784
2025
Q3 		$946K Sell
7,466
-74
-1% -$10.3K 0.01% 773
2025
Q2 		$1.1M Buy
7,540
+2,066
+38% +$311K 0.01% 646
2025
Q1 		$845K Sell
5,474
-744
-12% -$109K 0.01% 681
2024
Q4 		$872K Sell
6,218
-148
-2% -$21K 0.01% 672
2024
Q3 		$854K Sell
6,366
-10,625
-63% -$1.35M 0.01% 676
2024
Q2 		$2.01M Sell
16,991
-930
-5% -$114K 0.02% 474
2024
Q1 		$2.2M Sell
17,921
-3,929
-18% -$477K 0.02% 474
2023
Q4 		$2.6M Sell
21,850
-3,715
-15% -$440K 0.03% 423
2023
Q3 		$2.95M Buy
25,565
+453
+2% +$54.6K 0.04% 377
2023
Q2 		$2.81M Sell
25,112
-698
-3% -$76.3K 0.05% 317
2023
Q1 		$2.96M Buy
25,810
+5,845
+29% +$665K 0.05% 308
2022
Q4 		$2.31M Buy
19,965
+6,302
+46% +$738K 0.04% 333
2022
Q3 		$1.53M Buy
13,663
+4,294
+46% +$532K 0.03% 371
2022
Q2 		$1.07M Sell
9,369
-1,773
-16% -$223K 0.02% 454
2022
Q1 		$1.52M Buy
11,142
+6,986
+168% +$858K 0.02% 511
2021
Q4 		$567K Sell
4,156
-675
-14% -$83.4K 0.01% 531
2021
Q3 		$543K Buy
4,831
+245
+5% +$27.5K 0.01% 526
2021
Q2 		$492K Buy
4,586
+1,971
+75% +$198K 0.02% 482
2021
Q1 		$256K Buy
+2,615
New +$241K 0.02% 428

Other funds holding PAYX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beacon Pointe Advisors's PAYX Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Paychex (PAYX) stake by 29% in Q1 2026, buying an estimated $293K and bringing the position to 13,323 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #919.

Beacon Pointe Advisors first reported a position in PAYX in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.96M in Q1 2023. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Beacon Pointe Advisors held 13,323 shares of Paychex worth $1.23M as of Q1 2026.
  • Beacon Pointe Advisors bought 2,957 Paychex shares in Q1 2026, an estimated $293K.
  • Paychex made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #919 holding.
  • Beacon Pointe Advisors first reported a position in Paychex in Q1 2021 and has held it in 21 quarters since.
  • Beacon Pointe Advisors's Paychex position peaked at $2.96M in Q1 2023.
  • 1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.