CPG
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Cornerstone Planning Group’s Paylocity PCTY Stock Holding History

Cornerstone Planning Group’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 		$5.07K Buy
42
+24
+133% +$2.56K ﹤0.01% 1079
2026
Q1 		$1.94K Buy
18
+1
+6% +$123 ﹤0.01% 1310
2025
Q4 		$2.39K Sell
17
-1,047
-98% -$156K ﹤0.01% 1157
2025
Q3 		$72.3K Buy
1,064
+1,051
+8,085% +$186K 0.01% 256
2025
Q2 		$2.36K Sell
13
-8
-38% -$1.5K ﹤0.01% 896
2025
Q1 		$3.87K Buy
21
+3
+17% +$599 ﹤0.01% 803
2024
Q4 		$3.69K Hold
18
– – ﹤0.01% 646
2024
Q3 		$3.17K Hold
18
– – ﹤0.01% 667
2024
Q2 		$2.75K Sell
18
-27
-60% -$4.18K ﹤0.01% 701
2024
Q1 		$7.54K Sell
45
-6
-12% -$991 ﹤0.01% 456
2023
Q4 		$8.41K Hold
51
– – ﹤0.01% 458
2023
Q3 		$9.27K Sell
51
-21
-29% -$4.22K ﹤0.01% 442
2023
Q2 		$13.3K Buy
+72
New +$13.2K 0.01% 550
2022
Q4 		$2.74K Buy
+14
New +$3.01K ﹤0.01% 1106

Other funds holding PCTY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return

Cornerstone Planning Group's PCTY Position: Q2 2026 in Review

Cornerstone Planning Group increased its Paylocity (PCTY) stake by 133% in Q2 2026, buying an estimated $2.56K and bringing the position to 42 shares worth $5.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

Cornerstone Planning Group first reported a position in PCTY in Q4 2022 and has held it in 14 quarters since. The position peaked at $72.3K in Q3 2025. 226 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Cornerstone Planning Group held 42 shares of Paylocity worth $5.07K as of Q2 2026.
  • Cornerstone Planning Group bought 24 Paylocity shares in Q2 2026, an estimated $2.56K.
  • Paylocity made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1079 holding.
  • Cornerstone Planning Group first reported a position in Paylocity in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Paylocity position peaked at $72.3K in Q3 2025.
  • 226 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.