AAS
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Avantax Advisory Services’s Paylocity PCTY Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$430K Buy
2,371
+28
+1% +$5.26K ﹤0.01% 1677
2025
Q1 		$439K Buy
2,343
+403
+21% +$80.5K ﹤0.01% 1585
2024
Q4 		$387K Buy
1,940
+98
+5% +$18.8K ﹤0.01% 1615
2024
Q3 		$304K Buy
1,842
+57
+3% +$8.67K ﹤0.01% 1737
2024
Q2 		$235K Buy
+1,785
New +$276K ﹤0.01% 1856

Other funds holding PCTY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Avantax Advisory Services's PCTY Position: Q2 2025 in Review

Avantax Advisory Services increased its Paylocity (PCTY) stake by 1.2% in Q2 2025, buying an estimated $5.26K and bringing the position to 2,371 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #1677.

Avantax Advisory Services first reported a position in PCTY in Q2 2024 and has held it in 5 quarters since. The position peaked at $439K in Q1 2025. 489 funds tracked by Wall St. Rank hold PCTY as of Q2 2025.

  • Avantax Advisory Services held 2,371 shares of Paylocity worth $430K as of Q2 2025.
  • Avantax Advisory Services bought 28 Paylocity shares in Q2 2025, an estimated $5.26K.
  • Paylocity made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1677 holding.
  • Avantax Advisory Services first reported a position in Paylocity in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Paylocity position peaked at $439K in Q1 2025.
  • 489 funds tracked by Wall St. Rank held Paylocity as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.