Cornerstone Planning Group
PAYX icon

Cornerstone Planning Group’s Paychex PAYX Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-657
Closed -$72.8K – 1232
2026
Q2 		$72.8K Buy
657
+176
+37% +$16.7K 0.01% 316
2026
Q1 		$44.6K Buy
481
+185
+63% +$18.3K 0.01% 427
2025
Q4 		$30.4K Buy
296
+268
+957% +$31.4K ﹤0.01% 469
2025
Q3 		$5.19K Sell
28
-56
-67% -$7.77K ﹤0.01% 940
2025
Q2 		$11.8K Sell
84
-15
-15% -$2.26K ﹤0.01% 522
2025
Q1 		$14.2K Buy
99
+83
+519% +$12.2K ﹤0.01% 479
2024
Q4 		$2.37K Buy
16
+6
+60% +$852 ﹤0.01% 750
2024
Q3 		$1.42K Buy
10
+3
+43% +$381 ﹤0.01% 859
2024
Q2 		$873 Sell
7
-20
-74% -$2.44K ﹤0.01% 970
2024
Q1 		$3.24K Hold
27
– – ﹤0.01% 590
2023
Q4 		$3.22K Hold
27
– – ﹤0.01% 577
2023
Q3 		$3.11K Hold
27
– – ﹤0.01% 595
2023
Q2 		$3.02K Buy
+27
New +$2.95K ﹤0.01% 1055
2022
Q4 		$7.62K Buy
+66
New +$7.72K ﹤0.01% 729

Other funds holding PAYX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Guinness Asset Management
Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Cornerstone Planning Group's PAYX Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Paychex (PAYX) in Q3 2026, closing a stake of 657 shares — an estimated $72.8K sold.

Cornerstone Planning Group first reported a position in PAYX in Q4 2022 and held it in 14 quarters. The position peaked at $72.8K in Q2 2026. 957 funds tracked by Wall St. Rank hold PAYX as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Paychex position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 657 Paychex shares in Q3 2026, an estimated $72.8K.
  • Cornerstone Planning Group first reported a position in Paychex in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's Paychex position peaked at $72.8K in Q2 2026.
  • 957 funds tracked by Wall St. Rank held Paychex as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.