FFA
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Farther Finance Advisors’s Paylocity PCTY Stock Holding History

Farther Finance 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
Q3 		$217K Buy
1,520
+376
+33% +$52.6K ﹤0.01% 2235
2026
Q2 		$120K Buy
1,144
+130
+13% +$13.8K ﹤0.01% 2590
2026
Q1 		$107K Sell
1,014
-100
-9% -$12.3K ﹤0.01% 2466
2025
Q4 		$170K Buy
1,114
+602
+118% +$89.6K ﹤0.01% 2019
2025
Q3 		$81.5K Sell
512
-253
-33% -$44.8K ﹤0.01% 2160
2025
Q2 		$139K Buy
765
+688
+894% +$129K ﹤0.01% 1586
2025
Q1 		$14.6K Sell
77
-41
-35% -$8.19K ﹤0.01% 2547
2024
Q4 		$23.5K Sell
118
-5
-4% -$957 ﹤0.01% 2017
2024
Q3 		$20.3K Buy
123
+80
+186% +$12.2K ﹤0.01% 2068
2024
Q2 		$5.68K Buy
43
+10
+30% +$1.55K ﹤0.01% 2344
2024
Q1 		$5.53K Buy
33
+16
+94% +$2.64K ﹤0.01% 2022
2023
Q4 		$2.8K Buy
+17
New +$2.86K ﹤0.01% 2277
2023
Q1 		– Sell
-1
Closed -$194 – 2411
2022
Q4 		$194 Buy
+1
New +$215 ﹤0.01% 2044

Other funds holding PCTY

NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's PCTY Position: Q3 2026 in Review

Farther Finance Advisors increased its Paylocity (PCTY) stake by 33% in Q3 2026, buying an estimated $52.6K and bringing the position to 1,520 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #2235.

Farther Finance Advisors first reported a position in PCTY in Q4 2022 and has held it in 13 quarters since. 14 funds tracked by Wall St. Rank hold PCTY as of Q3 2026.

  • Farther Finance Advisors held 1,520 shares of Paylocity worth $217K as of Q3 2026.
  • Farther Finance Advisors bought 376 Paylocity shares in Q3 2026, an estimated $52.6K.
  • Paylocity made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2235 holding.
  • Farther Finance Advisors first reported a position in Paylocity in Q4 2022 and has held it in 13 quarters since.
  • 14 funds tracked by Wall St. Rank held Paylocity as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.