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Bell Investment Advisors’s Paylocity PCTY Stock Holding History

Bell Investment Advisors’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 		$3.03K Sell
29
-45
-61% -$4.79K ﹤0.01% 1190
2026
Q1 		$8K Buy
74
+59
+393% +$7.24K ﹤0.01% 774
2025
Q4 		$2.29K Buy
15
+4
+36% +$595 ﹤0.01% 1305
2025
Q3 		$1.75K Sell
11
-2
-15% -$354 ﹤0.01% 1379
2025
Q2 		$2.36K Buy
13
+4
+44% +$751 ﹤0.01% 1309
2025
Q1 		$1.69K Buy
9
+4
+80% +$799 ﹤0.01% 1366
2024
Q4 		$998 Hold
5
– – ﹤0.01% 1586
2024
Q3 		$825 Buy
5
+3
+150% +$456 ﹤0.01% 1646
2024
Q2 		$264 Hold
2
– – ﹤0.01% 1905
2024
Q1 		$344 Hold
2
– – ﹤0.01% 1879
2023
Q4 		$330 Sell
2
-44
-96% -$7.41K ﹤0.01% 1886
2023
Q3 		$8.36K Buy
46
+2
+5% +$402 ﹤0.01% 583
2023
Q2 		$8.12K Buy
44
+38
+633% +$6.96K ﹤0.01% 595
2023
Q1 		$1.19K Hold
6
– – ﹤0.01% 1486
2022
Q4 		$1.17K Hold
6
– – ﹤0.01% 1512
2022
Q3 		$1K Hold
6
– – ﹤0.01% 1518
2022
Q2 		$1K Buy
+6
New +$1.09K ﹤0.01% 1535

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

Bell Investment Advisors's PCTY Position: Q2 2026 in Review

Bell Investment Advisors reduced its Paylocity (PCTY) stake by 61% in Q2 2026, selling an estimated $4.79K and leaving 29 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

Bell Investment Advisors first reported a position in PCTY in Q2 2022 and has held it in 17 quarters since. The position peaked at $8.36K in Q3 2023. 468 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Bell Investment Advisors held 29 shares of Paylocity worth $3.03K as of Q2 2026.
  • Bell Investment Advisors sold 45 Paylocity shares in Q2 2026, an estimated $4.79K.
  • Paylocity made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1190 holding.
  • Bell Investment Advisors first reported a position in Paylocity in Q2 2022 and has held it in 17 quarters since.
  • Bell Investment Advisors's Paylocity position peaked at $8.36K in Q3 2023.
  • 468 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.