Focus Partners Wealth
PCTY icon

Focus Partners Wealth’s Paylocity PCTY Stock Holding History

Focus Partners Wealth’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 		$5.9M Buy
56,407
+26,323
+87% +$2.8M 0.01% 885
2026
Q1 		$3.22M Buy
30,084
+9,382
+45% +$1.15M ﹤0.01% 1105
2025
Q4 		$3.16M Buy
20,702
+12,571
+155% +$1.87M ﹤0.01% 1138
2025
Q3 		$1.3M Buy
8,131
+4,955
+156% +$877K ﹤0.01% 1185
2025
Q2 		$575K Buy
3,176
+1,811
+133% +$340K ﹤0.01% 1371
2025
Q1 		$256K Buy
1,365
+269
+25% +$53.7K ﹤0.01% 1651
2024
Q4 		$219K Buy
+1,096
New +$210K ﹤0.01% 1686

Other funds holding PCTY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Focus Partners Wealth's PCTY Position: Q2 2026 in Review

Focus Partners Wealth increased its Paylocity (PCTY) stake by 87% in Q2 2026, buying an estimated $2.8M and bringing the position to 56,407 shares worth $5.9M. The position accounts for 0.01% of the portfolio, ranked #885.

Focus Partners Wealth first reported a position in PCTY in Q4 2024 and has held it in 7 quarters since. 469 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Focus Partners Wealth held 56,407 shares of Paylocity worth $5.9M as of Q2 2026.
  • Focus Partners Wealth bought 26,323 Paylocity shares in Q2 2026, an estimated $2.8M.
  • Paylocity made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #885 holding.
  • Focus Partners Wealth first reported a position in Paylocity in Q4 2024 and has held it in 7 quarters since.
  • 469 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.