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EverSource Wealth Advisors’s Paylocity PCTY Stock Holding History

EverSource Wealth Advisors’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
Q1 		$152K Buy
1,404
+180
+15% +$22.1K ﹤0.01% 1202
2025
Q4 		$187K Buy
1,224
+578
+89% +$86K 0.01% 977
2025
Q3 		$103K Buy
646
+181
+39% +$32.1K ﹤0.01% 1263
2025
Q2 		$84.3K Buy
465
+392
+537% +$73.6K ﹤0.01% 1299
2025
Q1 		$13.7K Sell
73
-198
-73% -$39.6K ﹤0.01% 1923
2024
Q4 		$54.1K Buy
271
+225
+489% +$43.1K ﹤0.01% 1157
2024
Q3 		$7.59K Buy
46
+33
+254% +$5.02K ﹤0.01% 2017
2024
Q2 		$1.95K Buy
13
+1
+8% +$155 ﹤0.01% 2559
2024
Q1 		$1.86K Hold
12
– – ﹤0.01% 2410
2023
Q4 		$1.98K Sell
12
-2
-14% -$337 ﹤0.01% 2172
2023
Q3 		$2.54K Buy
14
+8
+133% +$1.61K ﹤0.01% 1943
2023
Q2 		$1.11K Hold
6
– – ﹤0.01% 2189
2023
Q1 		$1.19K Hold
6
– – ﹤0.01% 2072
2022
Q4 		$1.17K Hold
6
– – ﹤0.01% 2047
2022
Q3 		$1K Buy
+6
New +$1.38K ﹤0.01% 1864

Other funds holding PCTY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

EverSource Wealth Advisors's PCTY Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Paylocity (PCTY) stake by 15% in Q1 2026, buying an estimated $22.1K and bringing the position to 1,404 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #1202.

EverSource Wealth Advisors first reported a position in PCTY in Q3 2022 and has held it in 15 quarters since. The position peaked at $187K in Q4 2025. 442 funds tracked by Wall St. Rank hold PCTY as of Q1 2026.

  • EverSource Wealth Advisors held 1,404 shares of Paylocity worth $152K as of Q1 2026.
  • EverSource Wealth Advisors bought 180 Paylocity shares in Q1 2026, an estimated $22.1K.
  • Paylocity made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1202 holding.
  • EverSource Wealth Advisors first reported a position in Paylocity in Q3 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's Paylocity position peaked at $187K in Q4 2025.
  • 442 funds tracked by Wall St. Rank held Paylocity as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.