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Golden State Equity Partners’s Paylocity PCTY Stock Holding History

Golden State Equity Partners’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 		– Sell
-177
Closed -$19.1K – 1323
2026
Q1 		$19.1K Buy
+177
New +$21.7K ﹤0.01% 1105

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Vanguard Portfolio Management
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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

Golden State Equity Partners's PCTY Position: Q2 2026 in Review

Golden State Equity Partners sold out of Paylocity (PCTY) in Q2 2026, closing a stake of 177 shares — an estimated $19.1K sold.

Golden State Equity Partners first reported a position in PCTY in Q1 2026 and held it in 1 quarter. The position peaked at $19.1K in Q1 2026. 469 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Golden State Equity Partners reported no remaining Paylocity position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 177 Paylocity shares in Q2 2026, an estimated $19.1K.
  • Golden State Equity Partners first reported a position in Paylocity in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's Paylocity position peaked at $19.1K in Q1 2026.
  • 469 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.