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Beacon Financial Strategies CORP

Position in PAYX — Paychex Inc

CIK 2084239 RALEIGH, NC

Position in PAYX

as of Jun 30, 2026 · filed Jul 8, 2026
Position Value
$290,860
+$18,370 QoQ
Shares Held
2,958
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.93%
of 13F equity value
Holder Rank
#1,051
of 1,525 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in PAYX Over Time

Shares Held

Position Value (USD)

Position in Software - Application

Technology · as of Jun 30, 2026

Beacon Financial Strategies CORP holds $325,951 across 5 Software - Application names. PAYX ranks #1 (89.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PAYX
Paychex Inc
This page
2,958 $290,860

All Filings in PAYX

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21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $290,860 2,958
2026-03-31 $272,490 2,958
2025-12-31 $331,828 2,958
2025-09-30 $374,956 2,958
2025-06-30 $430,270 2,958
2025-03-31 $456,360 2,958
2024-12-31 $414,770 2,958
2024-09-30 $396,934 2,958
2024-06-30 $350,700 2,958
2024-03-31 $363,242 2,958
2023-12-31 $352,327 2,958
2023-09-30 $341,146 2,958
2023-06-30 $330,911 2,958
2023-03-31 $334,717 2,921
2022-12-31 $337,550 2,921
2022-09-30 $327,765 2,921
2022-06-30 $332,614 2,921
2022-03-31 $398,628 2,921
2021-12-31 $401,719 2,943
2021-09-30 $328,466 2,921
2021-06-30 $313,423 2,921