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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
Q2 		$1.21M Sell
12,259
-1,064
-8% -$101K 0.01% 962
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 $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 Pointe Advisors's PAYX Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Paychex (PAYX) stake by 8% in Q2 2026, selling an estimated $101K and leaving 12,259 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #962.

Beacon Pointe Advisors first reported a position in PAYX in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.96M in Q1 2023. 1,534 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Beacon Pointe Advisors held 12,259 shares of Paychex worth $1.21M as of Q2 2026.
  • Beacon Pointe Advisors sold 1,064 Paychex shares in Q2 2026, an estimated $101K.
  • Paychex made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #962 holding.
  • Beacon Pointe Advisors first reported a position in Paychex in Q1 2021 and has held it in 22 quarters since.
  • Beacon Pointe Advisors's Paychex position peaked at $2.96M in Q1 2023.
  • 1,534 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.