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BFC Planning, Inc.’s Paylocity PCTY Stock Holding History

BFC Planning, Inc.’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 		$441K Sell
4,222
-2,246
-35% -$239K 0.02% 643
2026
Q1 		$699K Buy
6,468
+6,429
+16,485% +$789K 0.03% 462
2025
Q4 		$5.95K Sell
39
-19
-33% -$2.83K ﹤0.01% 2287
2025
Q3 		$9.24K Sell
58
-6
-9% -$1.06K ﹤0.01% 1963
2025
Q2 		$11.6K Hold
64
– – ﹤0.01% 1727
2025
Q1 		$12K Buy
64
+57
+814% +$11.4K ﹤0.01% 1690
2024
Q4 		$1.4K Buy
+7
New +$1.34K ﹤0.01% 2353

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 $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

BFC Planning, Inc.'s PCTY Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Paylocity (PCTY) stake by 35% in Q2 2026, selling an estimated $239K and leaving 4,222 shares worth $441K. The position accounts for 0.02% of the portfolio, ranked #643.

BFC Planning, Inc. first reported a position in PCTY in Q4 2024 and has held it in 7 quarters since. The position peaked at $699K in Q1 2026. 474 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • BFC Planning, Inc. held 4,222 shares of Paylocity worth $441K as of Q2 2026.
  • BFC Planning, Inc. sold 2,246 Paylocity shares in Q2 2026, an estimated $239K.
  • Paylocity made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #643 holding.
  • BFC Planning, Inc. first reported a position in Paylocity in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Paylocity position peaked at $699K in Q1 2026.
  • 474 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.