BDFN
PCTY icon

Bond & Devick Financial Network’s Paylocity PCTY Stock Holding History

Bond & Devick Financial Network’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
Q3 		– Sell
-1,150
Closed -$208K – 191
2025
Q2 		$208K Hold
1,150
– – 0.07% 169
2025
Q1 		$215K Buy
+1,150
New +$230K 0.08% 153

Other funds holding PCTY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bond & Devick Financial Network's PCTY Position: Q3 2025 in Review

Bond & Devick Financial Network sold out of Paylocity (PCTY) in Q3 2025, closing a stake of 1,150 shares — an estimated $208K sold.

Bond & Devick Financial Network first reported a position in PCTY in Q1 2025 and held it in 2 quarters. The position peaked at $215K in Q1 2025. 485 funds tracked by Wall St. Rank hold PCTY as of Q3 2025.

  • Bond & Devick Financial Network reported no remaining Paylocity position as of Q3 2025 after selling out during the quarter.
  • Bond & Devick Financial Network sold 1,150 Paylocity shares in Q3 2025, an estimated $208K.
  • Bond & Devick Financial Network first reported a position in Paylocity in Q1 2025 and held it in 2 quarters.
  • Bond & Devick Financial Network's Paylocity position peaked at $215K in Q1 2025.
  • 485 funds tracked by Wall St. Rank held Paylocity as of Q3 2025.

Based on Bond & Devick Financial Network's 13F filing for Q3 2025, filed 5 Nov 2025.