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Birchwood Financial Partners’s Paylocity PCTY Stock Holding History

Birchwood Financial Partners’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 		$2.3K Hold
22
– – ﹤0.01% 331
2026
Q1 		$2.38K Sell
22
-1
-4% -$123 ﹤0.01% 330
2025
Q4 		$3.51K Buy
+23
New +$3.42K ﹤0.01% 319

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

Birchwood Financial Partners's PCTY Position: Q2 2026 in Review

Birchwood Financial Partners held its Paylocity (PCTY) position steady in Q2 2026 at 22 shares worth $2.3K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

Birchwood Financial Partners first reported a position in PCTY in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.51K in Q4 2025. 465 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Birchwood Financial Partners held 22 shares of Paylocity worth $2.3K as of Q2 2026.
  • Birchwood Financial Partners left its Paylocity share count unchanged in Q2 2026.
  • Paylocity made up ﹤0.01% of Birchwood Financial Partners's portfolio in Q2 2026, its #331 holding.
  • Birchwood Financial Partners first reported a position in Paylocity in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's Paylocity position peaked at $3.51K in Q4 2025.
  • 465 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.