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GoalVest Advisory’s Paylocity PCTY Stock Holding History

GoalVest Advisory’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 		$8.55K Buy
+60
New +$8.4K ﹤0.01% 474

Other funds holding PCTY

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

GoalVest Advisory's PCTY Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Paylocity (PCTY) in Q3 2026: 60 shares worth $8.55K. The stake represents ﹤0.01% of the portfolio and ranks #474 among its holdings.

13 funds tracked by Wall St. Rank hold PCTY as of Q3 2026.

  • GoalVest Advisory held 60 shares of Paylocity worth $8.55K as of Q3 2026.
  • Paylocity was a new GoalVest Advisory position in Q3 2026.
  • Paylocity made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #474 holding.
  • 13 funds tracked by Wall St. Rank held Paylocity as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.