Activest Wealth Management
PCTY icon

Activest Wealth Management’s Paylocity PCTY Stock Holding History

Activest Wealth Management’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 		$18.1K Hold
127
– – ﹤0.01% 468
2026
Q2 		$13.3K Buy
127
+126
+12,600% +$13.4K ﹤0.01% 526
2026
Q1 		$108 Sell
1
-66
-99% -$8.1K ﹤0.01% 1144
2025
Q4 		$10.2K Buy
+67
New +$10K ﹤0.01% 656
2025
Q2 		– Sell
-4
Closed -$751 – 1153
2025
Q1 		$749 Buy
+4
New +$799 ﹤0.01% 806

Other funds holding PCTY

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Seizert Capital Partners
Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Activest Wealth Management's PCTY Position: Q3 2026 in Review

Activest Wealth Management held its Paylocity (PCTY) position steady in Q3 2026 at 127 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

Activest Wealth Management first reported a position in PCTY in Q1 2025 and has held it in 5 quarters since. 135 funds tracked by Wall St. Rank hold PCTY as of Q3 2026.

  • Activest Wealth Management held 127 shares of Paylocity worth $18.1K as of Q3 2026.
  • Activest Wealth Management left its Paylocity share count unchanged in Q3 2026.
  • Paylocity made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #468 holding.
  • Activest Wealth Management first reported a position in Paylocity in Q1 2025 and has held it in 5 quarters since.
  • 135 funds tracked by Wall St. Rank held Paylocity as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.