Commonwealth Equity Services’s Paylocity PCTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$581K Sell
5,562
-265
-5% -$28.2K ﹤0.01% 3191
2026
Q1
$630K Buy
5,827
+4,414
+312% +$542K ﹤0.01% 3008
2025
Q4
$215K Sell
1,413
-1,285
-48% -$191K ﹤0.01% 3913
2025
Q3
$430K Sell
2,698
-168
-6% -$29.7K ﹤0.01% 3307
2025
Q2
$519K Buy
2,866
+210
+8% +$39.4K ﹤0.01% 3109
2025
Q1
$498K Buy
+2,656
New +$531K ﹤0.01% 3024

Other funds holding PCTY

Commonwealth Equity Services's PCTY Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Paylocity (PCTY) stake by 4.5% in Q2 2026, selling an estimated $28.2K and leaving 5,562 shares worth $581K. The position accounts for ﹤0.01% of the portfolio, ranked #3191.

Commonwealth Equity Services first reported a position in PCTY in Q1 2025 and has held it in 6 quarters since. The position peaked at $630K in Q1 2026. 469 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Commonwealth Equity Services held 5,562 shares of Paylocity worth $581K as of Q2 2026.
  • Commonwealth Equity Services sold 265 Paylocity shares in Q2 2026, an estimated $28.2K.
  • Paylocity made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3191 holding.
  • Commonwealth Equity Services first reported a position in Paylocity in Q1 2025 and has held it in 6 quarters since.
  • Commonwealth Equity Services's Paylocity position peaked at $630K in Q1 2026.
  • 469 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.