Daymark Wealth Partners’s Paylocity PCTY Stock Holding History

Daymark Wealth 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 Q3	$250K	Buy	+1,757	New	+$246K	0.01%	749

Other funds holding PCTY

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Daymark Wealth Partners's PCTY Position: Q3 2026 in Review

Daymark Wealth Partners opened a new position in Paylocity (PCTY) in Q3 2026: 1,757 shares worth $250K. The stake represents 0.01% of the portfolio and ranks #749 among its holdings.

275 funds tracked by Wall St. Rank hold PCTY as of Q3 2026.

Daymark Wealth Partners held 1,757 shares of Paylocity worth $250K as of Q3 2026.
Paylocity was a new Daymark Wealth Partners position in Q3 2026.
Paylocity made up 0.01% of Daymark Wealth Partners's portfolio in Q3 2026, its #749 holding.
275 funds tracked by Wall St. Rank held Paylocity as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.