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Action Point Financial Planning’s Paylocity PCTY Stock Holding History

Action Point Financial Planning’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
Q2 		$4.08K Buy
+42
New +$4.47K ﹤0.01% 1909

Other funds holding PCTY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Action Point Financial Planning's PCTY Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Paylocity (PCTY) in Q2 2026: 42 shares worth $4.08K. The stake represents ﹤0.01% of the portfolio and ranks #1909 among its holdings.

464 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Action Point Financial Planning held 42 shares of Paylocity worth $4.08K as of Q2 2026.
  • Paylocity was a new Action Point Financial Planning position in Q2 2026.
  • Paylocity made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1909 holding.
  • 464 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.