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Fifth Third Wealth Advisors’s Paylocity PCTY Stock Holding History

Fifth Third 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 		– Sell
-1,321
Closed -$201K – 842
2025
Q4 		$201K Sell
1,321
-20
-1% -$2.98K 0.01% 765
2025
Q3 		$214K Sell
1,341
-2
-0.1% -$354 0.01% 721
2025
Q2 		$243K Sell
1,343
-9
-0.7% -$1.69K 0.01% 622
2025
Q1 		$253K Buy
1,352
+4
+0.3% +$799 0.01% 559
2024
Q4 		$269K Sell
1,348
-50
-4% -$9.57K 0.01% 539
2024
Q3 		$231K Sell
1,398
-8
-0.6% -$1.22K 0.01% 578
2024
Q2 		$185K Buy
+1,406
New +$218K 0.01% 640

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

Fifth Third Wealth Advisors's PCTY Position: Q1 2026 in Review

Fifth Third Wealth Advisors sold out of Paylocity (PCTY) in Q1 2026, closing a stake of 1,321 shares — an estimated $201K sold.

Fifth Third Wealth Advisors first reported a position in PCTY in Q2 2024 and held it in 7 quarters. The position peaked at $269K in Q4 2024. 442 funds tracked by Wall St. Rank hold PCTY as of Q1 2026.

  • Fifth Third Wealth Advisors reported no remaining Paylocity position as of Q1 2026 after selling out during the quarter.
  • Fifth Third Wealth Advisors sold 1,321 Paylocity shares in Q1 2026, an estimated $201K.
  • Fifth Third Wealth Advisors first reported a position in Paylocity in Q2 2024 and held it in 7 quarters.
  • Fifth Third Wealth Advisors's Paylocity position peaked at $269K in Q4 2024.
  • 442 funds tracked by Wall St. Rank held Paylocity as of Q1 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.