SPL
PCTY icon

Superior Planning, LLC’s Paylocity PCTY Stock Holding History

Superior Planning, LLC’s Portfolio PCTY Stock Details PCTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.41K Buy
+59
New +$8.26K ﹤0.01% 992

Other funds holding PCTY

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return

Superior Planning, LLC's PCTY Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Paylocity (PCTY) in Q3 2026: 59 shares worth $8.41K. The stake represents ﹤0.01% of the portfolio and ranks #992 among its holdings.

338 funds tracked by Wall St. Rank hold PCTY as of Q3 2026.

  • Superior Planning, LLC held 59 shares of Paylocity worth $8.41K as of Q3 2026.
  • Paylocity was a new Superior Planning, LLC position in Q3 2026.
  • Paylocity made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #992 holding.
  • 338 funds tracked by Wall St. Rank held Paylocity as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.