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Golden State Wealth Management’s Paylocity PCTY Stock Holding History

Golden State Wealth Management’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
-9
Closed -$1.37K – 1701
2025
Q4 		$1.37K Buy
+9
New +$1.34K ﹤0.01% 1459

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Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
State Street
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Golden State Wealth Management's PCTY Position: Q1 2026 in Review

Golden State Wealth Management sold out of Paylocity (PCTY) in Q1 2026, closing a stake of 9 shares — an estimated $1.37K sold.

Golden State Wealth Management first reported a position in PCTY in Q4 2025 and held it in 1 quarter. The position peaked at $1.37K in Q4 2025. 447 funds tracked by Wall St. Rank hold PCTY as of Q1 2026.

  • Golden State Wealth Management reported no remaining Paylocity position as of Q1 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 9 Paylocity shares in Q1 2026, an estimated $1.37K.
  • Golden State Wealth Management first reported a position in Paylocity in Q4 2025 and held it in 1 quarter.
  • Golden State Wealth Management's Paylocity position peaked at $1.37K in Q4 2025.
  • 447 funds tracked by Wall St. Rank held Paylocity as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.